Raymond James Financial in Canada is seeking a Senior Financial Planner to support advisory teams and clients within the Total Wealth Solutions group. You will manage planning engagements from discovery through delivery, build relationships with advisors, and deliver education to enhance understanding of our financial planning offerings.
The role emphasizes collaboration, up-to-date knowledge across financial planning topics, and a commitment to exceptional client service.
Senior Wealth Planner for High‐Net‐Worth Clients in Edmonton employer: Raymond James Financial
Raymond James is an exceptional employer that prioritizes integrity and compliance while offering a flexible workstyle in a supportive environment. As a leader in the Compliance team, you will have ample opportunities for professional growth and collaboration with dedicated advisors, all within a reputable firm known for its commitment to fostering a proactive compliance culture. Join us to make a meaningful impact in trading compliance and enjoy the unique advantages of working in a dynamic and respected financial institution.
