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Added 3 mins ago
S
Scrap Commodity Trader
SECURE
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- Other
Highly proficient in Microsoft Office (Excel, Word, Outlook, Power Point). High Proficiency in programming functionality would be considered an asset
Added 3 mins ago
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Civil Engineering Graduate - Highway Design
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- $60,000 to $75,000 CAD / year
- Full-time
Capable of using spreadsheet, word processing, Microsoft Project, and standard office software
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Civil Engineering Graduate - Highway Design
AECOM
North Bay, ON
- $60,000 to $75,000 CAD / year
- Full-time
Capable of using spreadsheet, word processing, Microsoft Project, and standard office software
Added 3 mins ago
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Project Coordinator
AECOM
Pickering, ON
- $60,000 to $70,000 CAD / year
- Full-time
Proficiency with Microsoft Office Suite, particularly Word, Excel, PowerPoint, and Outlook.
Added 3 mins ago
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Structural Engineering Graduate
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Kitchener, ON
- $65,000 to $75,000 CAD / year
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Civil Engineering Graduate - Highway Planning and Design
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- $60,000 to $75,000 CAD / year
- Full-time
Proficiency with spreadsheet, word processing, Microsoft Project, and standard office software
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Senior Analyst Litigation
National Bank of Canada
Montreal, QC
- Full-time
Proficiency in the Microsoft Office suite, including advanced Excel skills
Added 48 mins ago
YU
Project Coordinator, Advancement
York University
Toronto, ON
- Contract
Added 48 mins ago
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Client Development Coordinator
EStaffSearch
Toronto, ON
- $62,000 to $75,000 CAD / year
- Full-time
Added 48 mins ago
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AI Solution Architect
Workana
Remote, Canada
- Contract
- Remote
You will design secure, scalable cloud-native AI solutions primarily on Microsoft Azure (with working exposure to GCP), leveraging frameworks like LangGraph and LangChain. You will partner…
Added 48 mins ago
W
AI Solution Architect
Workana
Remote, Canada
- Contract
- Remote
You will design secure, scalable cloud-native AI solutions primarily on Microsoft Azure (with working exposure to GCP), leveraging frameworks like LangGraph and LangChain. You will partner…
Added 48 mins ago
W
AI Solution Architect
Workana
Remote, Canada
- Contract
- Remote
You will design secure, scalable cloud-native AI solutions primarily on Microsoft Azure (with working exposure to GCP), leveraging frameworks like LangGraph and LangChain. You will partner…
Added 48 mins ago
W
AI Solution Architect
Workana
Remote, Canada
- Contract
- Remote
You will design secure, scalable cloud-native AI solutions primarily on Microsoft Azure (with working exposure to GCP), leveraging frameworks like LangGraph and LangChain. You will partner…
Added 48 mins ago
W
AI Solution Architect
Workana
Remote, Canada
- Contract
- Remote
You will design secure, scalable cloud-native AI solutions primarily on Microsoft Azure (with working exposure to GCP), leveraging frameworks like LangGraph and LangChain. You will partner…
Added 1 hour ago
CC
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Working knowledge of computer applications such as Microsoft Office and a CRM are a plus
Added 1 hour ago
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Prepared Foods Department Supervisor (Culinary, Deli) - Full Time
Whole Foods Market
Vancouver, BC
- Full-time
Proficiency with email, Microsoft Office, and operations-related applications.
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Advanced digital literacy and proficiency in Microsoft Office Suite; experience with data analytic tools, Meditech and other hospital information systems is an asset.
Added 2 hours ago
Retail Floor Leader
Fisherman's Market International Inc.
Halifax, NS
Basic proficiency with Microsoft Office, including Word, Excel, and Outlook.
Added 3 hours ago
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Clinical Research Coordinator – Ethics & Regulatory Affairs
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Montreal, QC
- Full-time
Proficiency in Microsoft Office (Word, Excel, Teams, Outlook) and Adobe.
Added 3 hours ago
R|
Programmer
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 3 hours ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 3 hours ago
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Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 3 hours ago
R|
Clinical Research Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Knowledge of Microsoft Office (Word, Excel, Power Point and Outlook),
Added 3 hours ago
J
2627-197 - Learning Commons Assistant – Test Centre Administrator (TS8) - Strait Area Campus
Jobbe
Port Hawkesbury, NS
- Full-time
You are familiar with and comfortable using computer applications such as Microsoft Office Suite, e-mail and Office 365 with strong demonstrated experience with assistive technology, e.g.,…
Added 3 hours ago
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Mi’kmaw Language Coordinator
Jobbe
NL · Newfoundland and Labrador, Canada
- Contract
…incorporate language and culture into programming. Proficiency in Microsoft operating systems and common online communication, registration, and feedback…

Raymond James

Senior Financial Planner

AB, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 2, 2026

Original job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we 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.

Senior Financial Planner

How does the role impact the organization?

The Senior Financial Planner is an integral member of our Total Wealth Solutions team that is dedicated to delivering service excellence in supporting our Raymond James advisory teams (advisors) and their clients.

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 client data, entering client data, working with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable.
Works collaboratively with all members of the Total Wealth Solutions team to deliver best in class financial planning deliverables and support to our advisors, their clients, internal partners, and stakeholders.
Builds strategic relationships with advisors with the goal of enhancing their knowledge and willingness to engage in Financial Planning activities for the benefit of their HNW clients.
Prepares and delivers presentations and webinars to enhance the knowledge and understanding of the Financial Planning offering to our advisors and their clients.
Maintains up-to-date knowledge on topics and subjects in all areas of Financial Planning.
Other duties as assigned.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

Integrity, initiative, flexibility, and the willingness to help client families in their financial literacy and planning journey.

Investing in your professional career and maintaining up-to-date knowledge in all areas of financial planning, including education, retirement, income tax, estate and insurance and risk management.

Qualifications:

Extensive knowledge of Canadian financial planning and its key concepts.
- U.S. financial planning background is an asset.
- Ability to communicate proficiently in French is an asset.
Extensive knowledge of all Canadian investment solution structures and accounts, and their respective income tax and succession law considerations.
Exceptional etiquette and client service skills including experience in face-to-face, videoconferencing, and telephone scenarios. Potential scenarios include:
- Identifying client opportunities and providing potential solutions to client challenges throughout the planning process that align with goals-based planning.
- Strong, confident presentation skills.
- Demonstrating sound judgement and collaboration with RJL’s Total Wealth Solutions complimentary departments (Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy), where appropriate.
Excellent time management, organizational, multi-tasking, and prioritizing skills, including the ability to:
- Juggle multiple, competing deadlines in a high-volume and demanding environment while maintaining an attention to detail.
- Work independently as well as collaboratively within a team environment.
- Oversee the training and development of junior team members.
Exercise tact and the utmost discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal).

Educational/Previous Experience Requirements

College diploma or University degree with a focus on business and/or finance.
Five+ years of practical, client facing financial planning experience, including Canadian operating, professional and holding corporations, private trusts, and cross-border considerations.
Experience preparing and delivering financial plans for HNW Canadian families in the Wealth Management industry.
Worked with Conquest Planning or Naviplan software in the last two years.
Proficient in Microsoft Office with a willingness to hone existing skills and learn new applications.

Licenses/Certifications

Certified Financial Planner (CFP®) designation is required (Pl. Fin for Quebec applicants)
Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU®) designation is an asset.
Trust and Estate Practitioner (TEP) designation is an asset.

Travel

Occasional travel may be required.

We encourage our associates at all levels to:

Grow professionally and inspire fellow team members to do the same.
Work with and through others to deliver an exceptional client experience and planning deliverables.
Contribute to the continuous growth, and evolution of RJL. We are only going to get better.

Salary Range: $100,000 - 125,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

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More about this job

Responsibilities

The Senior Financial Planner manages client planning engagements from discovery to delivery, providing comprehensive financial solutions to high-net-worth clients. They also collaborate with advisory teams to enhance financial planning knowledge and support internal stakeholders.

Requirements

Candidates must hold a Certified Financial Planner (CFP) designation and possess at least five years of practical, client-facing financial planning experience. Proficiency in financial planning software such as Conquest Planning or Naviplan and strong knowledge of Canadian investment structures are required.

Skills

Financial Planning
Wealth Management
Client Service
Investment Solutions
Tax Planning
Estate Planning
Risk Management
Presentation Skills
Time Management
Organizational Skills
Collaboration
Data Analysis
Strategic Planning
Communication
Mentoring

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
CFP
LLQP
CLU
TEP
Conquest Planning
Naviplan
Microsoft Office
Investment Solutions
Income Tax
Estate Planning
Risk Management
High Net Worth
Corporate Trusts
Cross-border Planning
Client Relations
Financial Literacy
Business
Finance

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