Senior Financial Planner At Raymond James Kelowna
Raymond James • kelowna, Canada
Role Description
Join Raymond James Ltd. as a Senior Financial Planner, delivering personalized financial strategies to high-net-worth clients. This role focuses on cooperative financial planning and client engagement. As a Senior Financial Planner, you will significantly impact the advisory team and drive exceptional 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 planning software
- Excellent client service and presentation skills
Foster client relationships ...