Kelowna Senior Financial Planner Role
Raymond James • kelowna, Canada
Role Description
Join Raymond James Ltd. as a Senior Financial Planner in beautiful Kelowna. This position emphasizes personalized financial strategies and elevated client engagement for high-net-worth individuals.
As a Senior Financial Planner, you will prepare comprehensive planning deliverables while managing client engagement processes effectively. Your collaboration with the Total Wealth Solutions team will enable you to present financial concepts to advisors clearly, enhancing overall service excellence.
Key Responsibilities:
• Prepare comprehensive financial planning deliverables
• Manage client planning engagement processes
• Collaborate with Total Wealth Solutions team
• Present financial planning concepts to advisors
• Maintain up-to-date knowledge in financial topics
Requirements:
• Five or more years client-facing financial planning experience
• CFP designation required
• Expertise in Canadian investment solutions
• Proficient in Microsoft Office and plan...
As a Senior Financial Planner, you will prepare comprehensive planning deliverables while managing client engagement processes effectively. Your collaboration with the Total Wealth Solutions team will enable you to present financial concepts to advisors clearly, enhancing overall service excellence.
Key Responsibilities:
• Prepare comprehensive financial planning deliverables
• Manage client planning engagement processes
• Collaborate with Total Wealth Solutions team
• Present financial planning concepts to advisors
• Maintain up-to-date knowledge in financial topics
Requirements:
• Five or more years client-facing financial planning experience
• CFP designation required
• Expertise in Canadian investment solutions
• Proficient in Microsoft Office and plan...