At Raymond James,we develop,we collaborate,we decide,we deliver, andwe improve together.

Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

How does the role impact the organization?

The Senior Financial Plannerwill be part of an integrated process that is dedicated to serving our clients with a higher level of service. This position 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.

What will your role be responsible for?

• Prepares and delivers high quality modular and comprehensive planning deliverables for RJL clients.
• Manages each RJL client planning engagement from the initial discovery meeting, gathering c...