Financial Planner

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.

At SWAN Wealth Management, we are not just an investment firm; we are a team dedicated to transforming the finance landscape. Partnered with Raymond James, we operate within a unique culture that prioritizes collaboration, loyalty, and continuous development over traditional corporate structure. Unlike many financial firms, where employees feel like just a number, we believe in empowering our team members. Here, you will have the chance to learn, grow, and contribute meaningfully.There is no pressure to bring in new business or sell proprietary products.

Financial Planner

How does the role impact the organization?

As a Financial Planner at SWAN, you will work alongside passionate leaders who value your expertise and contributions. Rather than competing for individual accolades, we celebrate teamwork and shared success. Our team culture emphasizes humility, empathy, and strong values of family and loyalty. We are committed to fostering an environment where you will thrive personally and professionally, with opportunities for growth and learning,

What will your role be responsible for?

• Prepare both simple projections and comprehensive financial plans.
• Include tax recommendations such as CPP/OAS payments, RIF conversions, tax rates, and corporate details.
• Liaise with our complementary departments (tax, insurance, trust) and note any estate-related recommendations.
• Present and update financial plans and progress reports in a client-facing role.
• Assist with cash flow projection and tax analysis.
• Support insurance, financial, and estate planning (experience in these areas is a plus, but not required).
• Develop and implement comprehensive financial plans for clients, ensuring alignment with their financial goals and values.
• Collaborate with clients to understand their needs and provide ongoing support and education.
• Maintain a high level of attention to detail and ensure compliance with regulatory standards and best practices.
• Stay abreast of industry developments, trends, and regulations to provide informed advice.
  
  

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?

• Knowledge in Financial Planning and key concepts.
• 2+ years of experience in Financial Planning.
• Experience with Naviplan and/or Conquest software is an asset.
• Proficiency in Microsoft Office with a willingness to learn new applications.
• Strong client service, time management, and decision-making skills.
• Excellent organizational, multi-tasking, and prioritizing skills.
• Problem-solving abilities and sound judgment.
• Ability to meet deadlines in a high-volume, demanding environment while maintaining high service levels and attention to detail.
• Advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills.
• Ability to work independently and collaboratively within a team environment.
• Flexibility and willingness to assist others as required.
• Tact and discretion in handling confidential information.
  
  

Educational/Previous Experience Requirements:

• Practical experience in higher-level planning, including the integration of closely held corporations, trust, and/or cross-border experience.
• An accounting designation or relevant experience/education is an asset.
• A Chartered Retirement Planning Counselor (CRPC) designation is an asset
  
  

Licenses/Certifications:

• Certified Financial Planner (CFP) designation or near completion of the CFP designation is required.
• Successful completion of the Canadian Securities Course (CSC).
  
  

Travel:

• Occasional travel may be required.
  
  

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  
  

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 [email protected]. 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.

Salary Range: BC (based on Education, Work Experience, etc) $75,000-90,000 in addition to competitive performance bonuses/incentives.

Job

Financial Planning

Primary Location

CA-BC-Kelowna-Kelowna

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time