Tax and Financial Planning Advisor

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

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.

Tax and Financial Planning Advisor

How does the role impact the organization?

We are seeking a Tax and Financial Planning Advisor to join an established wealth management advisory practice. The ideal candidate will possess a minimum of five years of experience as a CPA and demonstrate a strong interest in working within an environment where their expertise and professional insights are highly valued.

This role involves direct engagement with the families we serve, providing support with ongoing tax compliance and comprehensive financial planning. The position is well-suited to an individual who values work–l...