cpp investment Jobs

Financial Planner (Evergreen)
Raymond James Financial, Inc. —Toronto, ON
- $75,000–$90,000 a year
- Full-time
- Microsoft Office
- No university degree
- Travel
- Employee stock purchase plan
- Tuition reimbursement
3d
Senior Associate, Equities - Hardware & Semiconductors
CPP Investments —Toronto, ON
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Research
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Payroll & People Systems Specialist
CORIX (CA) DE SERVICES LIMITED PARTNERSHIP —Vancouver, BC
- $80,000–$90,000 a year
- Overtime
- Microsoft Excel
- Human resources
Quick apply
Senior Associate, Beta Allocation
CPP Investments —Toronto, ON
- Full-time
- Management
- Computer Science
- Engineering
Director, Subsidiary and Sustainability Reporting
CPP Investments —Toronto, ON
- Full-time
- Microsoft Excel
- Microsoft Office
- Finance
2d
Analyst, Credit Strategy (9-month contract)
CPP Investments —Toronto, ON
- Full-time
- Research
- C++
- Bachelor's
3d
Manager, Performance (10-month contract)
CPP Investments —Toronto, ON
- Full-time
- Microsoft Excel
- Finance
- Master's degree
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Analyst, Operational Controls & Systems (6-month contract)
CPP Investments —Toronto, ON
- Full-time
- Microsoft Excel
- Analysis skills
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Payroll Analyst
JLL —Toronto, ON
- Hybrid work
- Microsoft Excel
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Payroll Analyst
CAN ASC-Jones Lang LaSalle Real Estate Services, Inc. Markets —Toronto, ON
- $75,000–$78,000 a year
- Full-time
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Financial Advisor
Desjardins Financial Security Independent Network - Rexdale #278 —Etobicoke, ON
- Sales
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Quick apply
Senior Tax Specialist
Canfin Wealth Management —Etobicoke, ON
- $50,000–$65,000 a year
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Senior Payroll Analyst
CAN ASC-Jones Lang LaSalle Real Estate Services, Inc. Markets —Toronto, ON
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Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Full-time
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Life Insurance Advisor- Desjardins Brampton
Desjardins Financial Security Independent Network - Rexdale #278 —Etobicoke, ON
- Sales
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Financial Planner (Evergreen)

Raymond James Financial, Inc. -
Toronto, ON

Apply Now

Job details

Full-time
$75,000–$90,000 a year
3 days ago

Qualifications

French
Microsoft Office
CFP
Phone etiquette

Full job description

2600392

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.

Financial Planner

(Future Opportunities)

How does the role impact the organization?

The Financial Planner will be part of an integrated process that is dedicated to serving our clients with a higher level of service. This position is ideal for someone looking for a long-term career where they can utilize their planning skills for the benefit of the clients we serve on behalf of an expanding client base.

What will your role be responsible for?

Prepare both simple projections and comprehensive financial plans;
Include tax recommendations – i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
Liaise with our complimentary departments (tax, insurance, trust) and make note of any estate‐related recommendations/to‐do’s;
Fulfill a client facing role in presenting and updating financial plans and progress reports;
Assist with cash flow projection and tax analysis;
Help with insurance, financial and estate planning if you have experience and knowledge (if not this would be an area of growth); and
Assist with cash flow projection analysis and tax package preparation.

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?

To qualify for this opportunity you possess:

Knowledge in Financial Planning and key concepts;
Previous experience in Naviplan and Snap software is an asset;
Proficient in Microsoft Office with a willingness and ability to learn new applications;
Skill in client service, time management, and decision making;
Excellent Organizational, multi-tasking, and prioritizing skills;
Problem solver and exercises sound judgement;
The ability to within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
Work independently as well as collaboratively within a team environment;
Assist others with flexibility and willingness as required;
Exercise tact and discretion in the handling of confidential information; and
Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements

Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border experience; and
An accounting designation or relevant experience/education is an asset.

Licenses/Certifications

Certified Financial Planner (CFP®) designation or near completion of the CFP® designation is required.

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

Salary Range: $75,000 - 90,000 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 potential future hiring needs and does not represent a current 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.

Job Financial Planning

Primary Location CA-ON-Toronto-Toronto

Other Locations CA-BC-Vancouver-Vancouver, CA-ON-Ottawa-Ottawa, CA-AB-Calgary-Calgary

Organization Branch

Schedule Full-time

Status Permanent Full-Time

Apply Now

Refine Your Search

Financial Planner (Evergreen)

Senior Associate, Equities - Hardware & Semiconductors

Payroll & People Systems Specialist

Senior Associate, Beta Allocation

Director, Subsidiary and Sustainability Reporting

Analyst, Credit Strategy (9-month contract)

Manager, Performance (10-month contract)

Analyst, Operational Controls & Systems (6-month contract)

Payroll Analyst

Payroll Analyst

Financial Advisor

Senior Tax Specialist

Senior Payroll Analyst

Estate Planning Specialist

Life Insurance Advisor- Desjardins Brampton

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