financial planner/advisor

June 30, 2016
FINANCIAL PLANNER/ADVISOR
IFS – Cambridge – Ribeiro
Raymond James Independent Financial Services, The Fountain Group is seeking a full-time Financial
Planner/Advisor. Raymond James Ltd. is one of Canada’s leading independent investment dealers
offering high quality investment services to Canadians seeking customized solutions to their wealth
management needs.
The candidate must have a great working knowledge of financial planning concepts and the ability to
analyze client situations to provide unbiased financial planning solutions for our clients. The ideal
candidate is a CFP® professional with at least three years of experience. This is a salaried position plus
bonus.
Specifically you will:
• Prepare and deliver basic to complex financial plans for clients;
• Conduct client meetings on a case by case basis;
• Respond to internal phone calls and e-mails related to any financial planning queries and
strategies;
• Develop professional relationships with external experts (i.e. professional accountants, lawyers,
service vendors, etc.) to co-ordinate action plans on complex planning matters;
• Maintain financial planning professional practice standards including training, development, and
codes of conduct;
• Assist in building and attracting new clients
To qualify for this opportunity you possess:
• A CFP designation;
• IIROC license or willing to obtain it within 12 months;
• Three to five years of experience in the financial services industry, preferably focused on
financial plan preparation;
• Advanced proficiency with Microsoft Excel and Word;
• Excellent verbal and written communication skills;
• Ability to work independently and with minimal supervision;
• Meticulous attention to detail;
• Strong problem solving and analytical skills;
• Excellent organizational skills with the ability to meet multiple deadlines in a high volume,
pressure oriented environment;
• Ability to exercise tact and discretion, as well as handle confidential information;
• Ability to work in a collaborative team environment and demonstrate a professional and friendly
manner.
If you possess any of the following, they will be considered assets:
• Experience with at least one planning software program such as NaviPlan, FP Solutions, or
PlanPlus PlanIt;
• Additional designations including Life Insurance license, CPA (including legacy accounting
designations), or LLB;
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Experience with Dataphile;
Experience with the preparation of personal tax returns;
An undergraduate degree in a business-related discipline;
Well-developed interpersonal and customer service skills;
This is a full-time position with a competitive compensation package.
If you would like an excellent opportunity for independence in financial services, please send a resume
and covering letter, quoting the position to:
Pedro Ribeiro
Raymond James Ltd. – The Fountain Group
Email: [email protected]
We thank all candidates for their interest and advise that only those under consideration will be
contacted. No phone calls please.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and
special contribution of each employee. We are committed to accessibility for candidates through all
stages of the recruitment process. Should you require accommodation, please contact us using the
above details and we will be happy to help.