Senior Wealth Advisor at Raymond James Ltd

Advance your career as a Senior Wealth Advisor at Raymond James Ltd. Collaborate with advisors to deliver outstanding financial planning and services in a rewarding environment.

As a Senior Financial Planner, you will be a key member of the Total Wealth Solutions team, dedicated to delivering exceptional financial advice to clients.

Your role involves managing client planning engagements and producing comprehensive reports. You will also build strong relationships with advisors to enhance their financial planning capabilities.

Key Responsibilities:

• Prepare comprehensive financial plans for HNW clients

• Manage planning processes from discovery to execution

• Collaborate with internal teams for superior services

• Enhance advisory knowledge through presentations and training

• Keep up-to-date with financial planning best practices

Requirements:

• Certification as a Financial Planner (CFP®) is mandatory

• Minimum of five years in financial planning

• Knowledge of Canadian investment and tax structures

• Proficient in Microsoft Office and financial planning tools

• Strong client engagement and presentation skills

Leverage your financial expertise to make a significant difference at Raymond James Ltd.
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