Senior Financial Planner
Job in
Kelowna, BC, Canada
Listed on 2026-06-04
Listing for:
Raymond James
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
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
- 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 and enhance financial literacy as a Senior Financial Planner at Raymond James in Kelowna.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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