Tax and Financial Advisor

Join Raymond James as a Tax and Financial Planning Advisor in Saskatoon. This role emphasizes client engagement, tax compliance, and financial planning without the pressure of overtime.

Raymond James Ltd., a top independent investment dealer, is seeking a Tax and Financial Planning Advisor with at least five years of CPA experience. You will work closely with clients, ensuring compliance and supporting financial strategies, all while enjoying a work-life balance. This position values your insights in a collaborative environment without requiring a pre-existing client base.

Key Responsibilities:

• Prepare and review personal T1 and T3 tax returns

• Act as primary contact for client guidance

• Ensure timely compliance with CRA regulations

• Implement process improvements using technology

• Assist with ongoing financial planning for clients

Requirements:

• CPA designation or equivalent in good standing preferred

• Minimum five years in tax preparation

• Strong communication and organizational skills

• Proficient in tax and Microsoft Office software

• Willingness to pursue additional planning credentials

Bring your expertise in tax planning and client service to Raymond James and thrive in our supportive culture.
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