Financial Planning Specialist
7 days ago
Job Summary
Job Description
What is the opportunity?
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.
What will you do?
Prepare comprehensive financial plans that meet clientâs specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning.
Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
Simplify complex strategies to assist advisors.
Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.
Promote and support a work environment that inspires innovation, creativity, collaboration and diversity.
Develop strong internal and external networks and referral sources.
What do you need to succeed?
Must-have
Five years experience with tax planning for high net worth clients.
Five years of relevant experience in all aspects of financial planning.
One or more of the following professional designations in Accounting:Â CA/CMA/CGA/CPA
Effective communication skills both oral and written. Bilingualism (English and French) required, as you will regularly do business with partners across Canada.
Strong analytical and judgment skills.
Microsoft Office and financial planning software such as Conquest or Naviplan.
Ability to work both as part of a team and independently.
Nice-to-have
Investment and insurance industry knowledge are also strong assets.
Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).
Whatâs in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impactÂ
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÃALCity:
MONTRÃALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
2024-04-22Application Deadline:
2024-10-31Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
âââââââ
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
-
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...
-
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...
-
RBC Open House Financial Planning
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionRBC Open House | Thursday, June 20, 2024 Lorena Biason, Regional Vice-President, Financial Planning â Quebec and her team invite you to an open house on the evening of Thursday June 20 at the Place Ville Marie branch between 4:30 p.m. and 7 p.m. We are looking for talent to join our growing team of financial planning...
-
Financial Security Advisor, Insurance
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....
-
Financial Security Advisor, Insurance
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....
-
Financial Security Advisor, Insurance
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....
-
Financial Security Advisor, Insurance
7 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....
-
Financial Planner Relationship
6 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clientsâ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....
-
Financial Planner Relationship
4 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clientsâ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....
-
Financial Planner Relationship
3 months ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clientsâ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...
-
Financial Planner Relationship
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clientsâ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...
-
Financial Planner Relationship
6 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clientsâ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...
-
Accounting Specialist- Claims
1 month ago
Montréal, Canada Intact Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, youâre bringing this purpose to life alongside a passionate community of experts.  Feel empowered to learn and grow while being valued for who you areâ here, diversity is a...
-
Financial Analyst
1 month ago
Montréal (St-Laurent ), Canada CAE Full timeRole and...
-
Financial Analyst
4 weeks ago
Montréal (St-Laurent ), Canada CAE Full timeRole and...
-
Estate Planning Associate
7 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new policy applications, and servicing of in-force policies. Your role on the team is to ensure new business is...
-
Institutional Reporting Specialist
7 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Global Asset Management (RBC GAM) is a Canadian-based asset management firm with global scope and industry-leading investment management capabilities. The PH&N Institutional division within RBC GAM focuses exclusively on serving Canadian Institutional clients and is widely considered a thought leader in...
-
Tax Specialist
4 weeks ago
Montréal, Canada Intact Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, youâre bringing this purpose to life alongside a passionate community of experts.  Feel empowered to learn and grow while being valued for who you areâ here, diversity is a...
-
Accounting Specialist- Reinsurance
1 month ago
Montréal, Canada Intact Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, youâre bringing this purpose to life alongside a passionate community of experts.  Feel empowered to learn and grow while being valued for who you areâ here, diversity is a...
-
Accounting Specialist- Reinsurance
4 weeks ago
Montréal, Canada Intact Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, youâre bringing this purpose to life alongside a passionate community of experts.  Feel empowered to learn and grow while being valued for who you areâ here, diversity is a...
