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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 Advisor
How does the role impact the organization?
The Wyndham Group at Raymond James Ltd. is seeking a full-time Tax Advisor for one of our leading teams in our downtown Toronto office. This contract role is for 18 months with the possibility to extend into a permanent full-time position.
Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
The Tax & Planning Specialist is responsible for working alongside the rest of the team in creating financial plans for clients, and assisting clients with personal and corporate tax strategies.
What will your role be responsible for?
- Work closely with lead advisors in all aspects of the financial planning process;
- Deal directly with clients, attend client meetings to gather information, to present tax and financial planning concepts, to deliver financial plans, and to give tax and financial planning advice;
- Prepare financial plans, and identify tax strategies and solutions to improve clients’ financial well-being;
- Monitor and update existing financial plans, tracking clients’ progress towards their goals;
- Prepare and review individual tax returns for clients and provide tax advice for client specific situations;
- Manage the organization of the financial planning team, creating processes and structure for delivering financial plans to clients;
- Liaise with team to ensure that the clients’ financial plans are reflected in the investment strategy;
- Provide high quality client service, including phone, email, written and in-person communication;
- Collaborate with clients’ other professional advisors, and internal and external network of specialists;
- Delivering client presentations on relevant tax and financial planning topics;
- Writing regular commentary that would be relatable to the advisor’s clientele;
- Maintain high standards of integrity, objectivity and expertise; and
- Build a profitable business and attract new clients in partnership with lead advisors.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offer 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:
- University undergraduate degree in Commerce or Accounting;
- A CPA designation is required with experience preparing and reviewing T1 personal tax returns;
- A CFP and/or TEP designation is an asset, otherwise the CFP designation will be required within the year.
Additional qualifications:
- Client-centered, and put clients’ interests first;
- Passionate about providing objective, integrated, holistic advice, to help clients achieve financial security in keeping with their goals, values and attitudes;
- Patient, approachable, supportive, with a positive attitude;
- Able to build strong, lasting relationships with clients;
- Exceptional critical thinking and analytical skills so as to identify and resolve diverse, complex and ambiguous issues in a timely and practical manner;
- Good interpersonal skills: comfortable working with a team and coordinating work;
- Self-motivated, hard-working, and excellent time management skills; and
- Willing to work some evenings.
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
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all 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 based on merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodation, 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.
