Senior Financial Planner Role in Kelowna

Embark on a rewarding career as a Senior Financial Planner in Kelowna with Raymond James. Support advisors and their clients with tailored financial planning solutions and expertise.

As part of the Total Wealth Solutions team, you will manage all phases of client engagements, emphasizing the importance of comprehensive financial strategies for high-net-worth families. Your expertise in Canadian investment solutions and strong presentation skills will directly enhance advisors' capabilities and serve client needs effectively.

Key Responsibilities:
• Deliver strategic financial planning solutions for clients
• Manage each aspect of the client engagement process
• Collaborate with internal teams to ensure top-tier service
• Present webinars and workshops to advisors and clients
• Stay current on financial planning regulations and trends

Requirements:
• Minimum of five years in client-focused financial planning
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