AVP, Wealth Planning & Tax Consulting - #450809

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

Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

AVP, Wealth Planning & Tax Consulting

How does the role impact the organization?

The AVP, Wealth Planning & Tax Consulting is a senior member of our Wealth Solutions team that is dedicated to delivering an elevated level of service to supporting our advisory teams and their client families. This role is ideal for someone who has significant experience working with high-net worth (HNW) Canadian families, families with multi-jurisdiction considerations, small business owners, and clients who are experiencing a large monetization/other transfer event. As well, this role will have selected oversight responsibilities for all planning team members with respect to planning and thought leadership functions.

What will your role be responsible for?

• Analyzes, prepares, and presents comprehensive planning strategies and technical planning communications for HNW clients.
• Collaborates with other Wealth Solutions business units (Insurance Solutions, Estate & Trust Solutions, and Charitable Giving) to position comprehensive planning solutions to meet client specific needs.
• Acts as a subject matter expert and champion for tax and financial planning as a key deliverable for Wealth Solutions.
• Promotes and encourages Financial Advisors to incorporate tax and financial planning into their practice.
• Provides ongoing professional tax and financial planning consultation on complex strategies to advisors and clients.
• Prepares and facilitates the development of thought leadership, presentations, and seminars on various tax and financial planning topics.
• Remains current on all tax and financial planning related topics.
• Identifies opportunities to deepen relationships and drive business results.
• Cultivates and maintains relationships with internal advisory teams and Centers of Influence.
• Participates actively in team learning, development, and compliance activities to meet team performance goals.
  
  

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?

Integrity, initiative, flexibility and the willingness to help our HNW client families in wealth planning journey.

Augmenting, and being a RJL brand ambassador.

Investing in your professional career and maintaining up-to-date knowledge in all areas of financial planning, including education, retirement, income tax, estate and insurance and risk management.

Qualifications:

• Public practice tax planning experience in relation to corporate tax planning and strategies.
• Extensive knowledge of Canadian financial planning, and its key concepts.
• U.S. financial planning background is an asset.
• Ability to communicate proficiently in French is an asset.
• Extensive knowledge of all Canadian investment solution structures and accounts, and their respective income tax and succession law considerations.
• Exceptional etiquette and client service skills including experience in face-to-face, videoconferencing, and telephone scenarios. Potential scenarios include:
• Identifying client opportunities and providing potential solutions to client challenges throughout the planning process that align with goals-based planning.
• Strong, confident presentation skills.
• Demonstrating sound judgement and collaboration
• Excellent time management, organizational, multi-tasking, and prioritizing skills, including the ability to:
• Juggle competing deadlines in a high-volume and demanding environment while maintaining an attention to detail.
• Work independently as well as collaboratively within a team environment.
• professionalism and discretion in the handling of client private, confidential information and collaborating with their other professional advisors (tax and legal).
  
  

Educational/Previous Experience Requirements

• Chartered Professional Accountant (CPA)
• University degree with a focus on business and/or finance
• Minimum of 5 years of practical, client facing experience as a financial planner in the wealth management industry.
• Accredited Financial Planning designation such as CFP, R.F.P., or equivalent (IQPF applicable for Quebec)
  
  

Additional Accreditation (desired)

• Trust and Estate Practitioner (TEP)
• Life License Qualification Program (LLQP) and/or Chartered Life Underwriter (CLU)
• JD, or LL.M
• Canadian Securities Course
  
  

Travel

• Occasional travel may be required.
  
  

We encourage our associates at all levels to:

• Grow professionally and inspire fellow team members to do the same.
• Work with and through others to deliver an exceptional client experience and planning deliverables.
• Contribute to the continuous growth, and evolution of RJL. We are only going to get better.
  
  

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.

Job

Financial Planning

Primary Location

CA-BC-Vancouver-Vancouver

Other Locations

CA-ON-Toronto-Toronto, CA-AB-Calgary-Calgary

Organization

PCG Solutions

Schedule

Full-time

Status

Permanent Full-Time