Financial Planning Advisor

Explore a fulfilling career as a Tax and Financial Planning Advisor at Raymond James in Saskatoon. This role combines tax preparation with comprehensive financial services while maintaining work-life balance.

Raymond James Ltd. is looking for a Tax and Financial Planning Advisor with a minimum of five years of CPA experience. This position provides a unique chance to engage directly with clients, ensuring their tax compliance and offering ongoing financial planning without required overtime. Your expertise will be crucial in streamlining workflows and enhancing service quality.

Key Responsibilities:

• Manage preparation and filing of T1 and T3 tax returns

• Provide ongoing support and updates for clients

• Ensure timely filing in alignment with CRA guidelines

• Drive process improvements using electronic tools

• Oversee financial planning for all client types

Requirements:

• CPA designation or equivalent strongly preferred

• Minimum five years in tax review and preparation

• Strong organizational and communication skills

• Proficient in Microsoft Office and tax software

• Interest in further professional development

Leverage your tax expertise and client engagement skills at Raymond James to help our clients achieve their financial goals.
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