Financial Planner (Evergreen)

Financial Planner

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.

Role Overview

The Financial Planner will be part of an integrated process dedicated to serving clients with a higher level of service. The position is ideal for someone looking for a long‑term career where they can utilize planning skills for the benefit of clients we serve on behalf of an expanding client base.

Key Responsibilities

• 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 complementary departments (tax, insurance, trust) and note any estate‑related recommendations/to‑do’s.
• Fulfill a client‑facing ...