Senior Financial Planner At Raymond James Kelowna

Join Raymond James Ltd. as a Senior Financial Planner, delivering personalized financial strategies to high-net-worth clients. This role focuses on cooperative financial planning and client engagement. As a Senior Financial Planner, you will significantly impact the advisory team and drive exceptional service excellence.

Key Responsibilities

• Prepare comprehensive financial planning deliverables
• Manage client planning engagement processes
• Collaborate with Total Wealth Solutions team
• Present financial planning concepts to advisors
• Maintain up-to-date knowledge in financial topics

Requirements

• Five or more years client-facing financial planning experience
• CFP designation required
• Expertise in Canadian investment solutions
• Proficient in Microsoft Office and planning software
• Excellent client service and presentation skills

Foster client relationships ...