Financial Planner

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. This role is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base.

Requirements

• Prepare both simple projections and comprehensive financial plans
• Include tax recommendations
• Liaise with complimentary departments
• Fulfill a client facing role in presenting and updating financial plans and progress reports
• Assist with cash flow projection and tax analysis
• Help with insurance, financial and estate planning
• Assist with cash flow projection analysis and tax package preparation

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement