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Financial Planner - Build Client Wealth & Plans

Company

Raymond James Ltd.

Location

edmonton, division no. 11

Posted

May 31, 2026

Position Overview

A leading independent investment firm is seeking a Financial Planner in Edmonton. The ideal candidate will prepare comprehensive financial plans, offer tax recommendations, and liaise with various departments to enhance client service. Candidates should have strong knowledge in financial planning, proficient skills in technology such as Naviplan and Microsoft Office, and preferably possess a CFP® designation. Attractive compensation package includes competitive salary and performance bonuses.
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