Raymond James Ltd.
Financial Planner
Job Description
Overview
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Financial Planner
How does the role impact the organization?
The Financial Planner will 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?
- Prepare both simple projections and comprehensive financial plans;
- Include tax recommendations – i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
- Liaise with our complimentary departments (tax, insurance, trust) and make note of any...