Job Description
Overview
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
How does the role impact the organization?
The Financial Planner will be part of an integrated process that is dedicated to serving our clients with a higher level of service. This position is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base.
Responsibilities
- Prepare both simple projections and comprehensive financial plans;
- Liaise with our complimentary departments (tax, insurance, trust) and make note of any estate-related recommendations/to-do’s;
- Fulfill a client facing role in presenting and upda...