Financial Planner

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Financial Planner will be part of an integrated process that is dedicated to serving our clients with a higher level of service.

Requirements

• Knowledge in Financial Planning and key concepts
• Previous experience in Naviplan and Snap software
• Proficient in Microsoft Office with a willingness and ability to learn new applications
• Skill in client service, time management, and decision making
• Excellent Organizational, multi-tasking, and prioritizing skills
• Problem solver and exercises sound judgement
• The ability to within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills
• Work independently as well as collaboratively within a team environment
• Assist others with flexibility and willingness as required
• Exercise tact and discretion in the handling of confidential information
• Communicate proficiently in French is an asset
• Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border experience
• An accounting designation or relevant experience/education is an asset
• Certified Financial Planner (CFP) designation or near completion of the CFP designation is required

Benefits

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