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Senior Financial Planner

1 month ago

Santa Clarita, United States Raymond James Financial Services Full time

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Senior Financial Planner

How does the role impact the organization?

The Senior Financial Planner is an integral member of our Total Wealth Solutions team that is dedicated to delivering an elevated level of service to supporting our advisory teams and their client families. This role is ideal for someone looking to further develop and expand their financial planning skills, work with and support all team members in the financial planning and thought leadership functions.

What will your role be responsible for?

  • Prepare modular and comprehensive planning deliverables for RJL clients.
  • Collaborate with RJL’s Total Wealth Solutions complimentary departments (Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy), where appropriate, in drafting modular and comprehensive planning deliverables.
  • Oversee the RJL client planning experience from the initial discovery meeting, gathering client data, entering client data, working with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable.
  • Development of thought leadership and presentations on planning topics for RJL advisors and their client families.

What can you expect from us?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.