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–life balance, as overtime is not expected outside of limited peak filing periods.
There is no requirement to bring or develop a client base as part of this role. However, candidates with an existing practice may wish to explore the potential for consolidation as part of the opportunity.
How does the role impact the organization?
-
Preparation, review, and filing of personal client T1 and T3 tax returns that ensures compliance with CRA requirements and firm standards. T2 work could be involved depending on the candidate.
-
Client Engagement: Act as the primary point of contact for clients, providing guidance and updates throughout the tax preparation process.
-
Filing and Compliance: Ensure timely filing of returns and adherence to CRA regulations and internal policies.
-
Process improvement: Implement best practices and leverage electronic tools to streamline workflows.
-
Ongoing financial planning – both tax and non-tax clients.
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?
-
CPA designation or equivalent in good standing strongly preferred.
-
CFP or other planning related designations; or a desire to attain these credentials.
-
Minimum of five years experience in tax preparation and review.
-
Strong leadership, organizational and communication skills.
-
Proficiency with tax software and electronic filing systems including Profile tax software an asset.
-
Proficiency with Microsoft Office software.
-
Experience with Conquest planning software an asset.
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.
Salary Range: $80,000 - 120,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
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.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
