![Royal Bank of Canada>](https://contents.bebee.com/companies/ca/royal-bank-of-canada/avatar-WhnRm.png)
Financial Planning Specialist
2 weeks ago
Résumé du travail
Description du poste
Description du poste
Partie intégrante des Services de bureau de gestion familiale RBC, le spécialiste en planification financière collabore avec nos conseillers pour offrir des plans financiers exhaustifs et personnalisés à la clientèle fortunée de RBC Gestion de patrimoine. Vous contribuerez également au développement des affaires, à la recherche d'opportunités d'affaires et à la croissance des revenus.
Responsabilités
- Préparer des plans financiers exhaustifs qui répondent aux besoins des clients en matière de finances, de placements, de retraite, de fiscalité, de gestion du risque et de planification successorale.
- Fournir des avis d'expert sur des questions touchant la clientèle notamment les sociétés de portefeuille, les options d'achat d'actions d'employés, les régimes de retraite individuels, les conventions de retraite, les dons et la planification philanthropique.
- Simplifier des stratégies complexes afin d'aider les conseillers.
- Préparer des plans financiers en collaboration avec l'équipe d'Analystes en planification financière.
- Faire la promotion d'un milieu de travail qui favorise l'innovation, la créativité, la collaboration et la diversité.
- Mettre en place de bons réseaux internes et externes ainsi que des sources de référencement.
Ce qu'il faut pour réussir
Exigences
- Cinq ans d'expérience en planification fiscale auprès de la clientèle fortunée.
- Cinq ans d'expérience pertinente dans tous les aspects de la planification financière.
- Au moins l'une des désignations professionnelles suivantes : CA, CMA, CGA ou CPA.
- Excellentes aptitudes en communication (orale et écrite).
- Très bonnes aptitudes en matière d'analyse et bon jugement.
- Connaissance de Microsoft Office et de logiciels de planification financière comme Conquest ou Naviplan.
- Habileté de travailler tant en équipe que de façon autonome.
Atouts
- Connaissance du secteur des placements et des assurances.
- Diplôme de planificateur(-trice) financier(-ière) décerné par l'IQPF.
Avantages
Nous nous épanouissons sur le défi d'être à notre meilleur, pensons autrement pour continuer à croître et collaborons afin d'offrir des conseils fiables qui contribuent à la réussite de nos clients et à la prospérité de nos communautés. Nous nous soucions du bien-être de tous et aspirons à réaliser notre plein potentiel, à faire une différence auprès de nos communautés et à contribuer à la réussite de tous et toutes.
- Programme de rémunération comprenant des bonus et des avantages sociaux, une rémunération concurrentielle, des commissions et dans certains cas des actions.
- Programme de formation de classe mondiale sur les services financiers.
- Équipe dynamique et performante axée sur l'innovation et la collaboration.
- Occasion de faire une différence et d'avoir un impact durable.
Compétences professionnelles
Additional Job Details
Adresse :
1 PLACE VILLE MARIE:MONTRÉALVille :
MONTRÉALPays :
CanadaNombre d'heures de travail par semaine :
37.5Type d'emploi :
temps pleinSecteur d'activité :
Gestion de patrimoineType de fonction :
RégulierType d'échelle salariale :
SalariéDate d'affichage :
Date limite des candidatures :
Inclusion et équité en matière d'emploi
À RBC, nous favorisons la diversité et l'inclusion pour stimuler l'innovation et la croissance. Nous nous engageons à bâtir des équipes inclusives et un milieu de travail équitable pour que nos employés puissent être entièrement eux-mêmes au travail. Nous agissons contre les inégalités et les biais systémiques afin de soutenir notre clientèle, nos collectivités et notre effectif diversifiés.
Nous veillons également aux questions d'accessibilité pour nos employés éventuels ayant des capacités différentes. Veuillez communiquer avec nous si vous avez besoin d'aménagements pendant le processus de recrutement.
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
-
Financial Planning Specialist
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWhat 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,...
-
Financial Planning Specialist
2 weeks ago
Montreal, Quebec, 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...
-
Financial Specialist
2 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation 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, you're bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. You...
-
Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeCIBC - Financial Planning Specialist - Montreal - Bilingual page is loaded CIBC - Financial Planning Specialist - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated...
-
Financial Planning Specialist/spécialiste en
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWhat 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,...
-
Underwriting Specialist
2 weeks ago
Montreal, Quebec, Canada Northbridge Financial Corporation Full timeWhat it's like to be a Northbridge Underwriting SpecialistNorthbridge Underwriters customize solutions for our commercial clients when they need insurance product. They work closely with our extensive broker network to develop unique solutions for all classes of risk while being responsible for servicing increasing complex accounts in accordance with...
-
Residential Financial Specialist
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeA career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist , you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop
-
Risk Services Specialist
2 weeks ago
Montreal, Quebec, Canada Northbridge Financial Corporation Full timeWhat it's like to be a Northbridge Risk Services Specialist Property & Casualty The Risk Services Specialist is responsible for the promotion and delivery of advanced risk management techniques. They will act as partners and provide a full range of advisory, consulting, training, and education programs to assigned customers, both internally and externally. ...
-
Risk Services Specialist
2 weeks ago
Montreal, Quebec, Canada Northbridge Financial Corporation Full timeWhat it's like to be a Northbridge Risk Services Specialist Property & Casualty The Risk Services Specialist is responsible for the promotion and delivery of advanced risk management techniques. They will act as partners and provide a full range of advisory, consulting, training, and education programs to assigned customers, both internally and externally....
-
Financial Planning
2 weeks ago
Montreal, Quebec, Canada Société Générale Full timeResponsibilities:ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS), is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are Quality and timeliness of GBIS financial statements; Assisting...
-
Avp, Estate and Financial Planning Services
2 weeks ago
Montreal, Quebec, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Management Specialist, English,Spanish
2 weeks ago
Montreal, Quebec, Canada Northbridge Financial Corporation Full timeNorthbridge Underwriters customize solutions for our commercial clients when they need insurance product. They work closely with our extensive broker network to develop unique solutions for all classes of risk while being responsible for servicing increasing complex accounts in accordance with existing guidelines and business objectives. The Underwriting...
-
Montreal, Quebec, Canada Northbridge Financial Corporation Full timeWhat it's like to be a Northbridge Claims Technical Specialist:As a Claims Technical Specialist, you will be part of a dynamic team that prides itself on having a sharp eye on detail while keeping the customer experience top of mind. The Casualty and Litigation team handle a variety of claim across several lines of business, including Auto, CGL, Directors'...
-
Montreal, Quebec, Canada Scotiabank Full timeIs this role right for you? In this role, you will: Proactively supports the financial planning needs of the Advisor's assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to implement the recommendations identified in the plan; Proactively support the...
-
Financial Specialist
1 month ago
Montreal, Quebec, 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, you're bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. You have...
-
Financial Specialist
4 weeks ago
Montreal, Quebec, 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, you're bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. You have...
-
Financial Planning
2 weeks ago
Montreal, Quebec, Canada Nature's Touch Frozen Foods Full timeCompany Overview Nature's Touch is a global leader in the frozen fruits industry, supplying the retail and industrial sectors in North America, Australia, Taiwan and Japan. We provide a full range of products and support multiple private-label programs in addition to our own brands. We are also one of the largest buyers of fruit globally each year and...
-
Manager, Financial Planning
2 weeks ago
Montreal, Quebec, Canada Manmade Full timeWe're a Montreal-based online retailer of premium quality essentials, known particularly so far for our men's boxer briefs. We have been aggressively growing since launching in 2021, and the brand is truly at a turning point to becoming a household name in Canada, and already growing in parallel in the US market. As the Director of Finance, you will be...
-
Director, Financial Planning
2 weeks ago
Montreal, Quebec, Canada Galvion Full timeTHE COMPANYGalvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical operator.THE...
-
Specialist, Inventory Planning
2 weeks ago
Montreal, Quebec, Canada Speedyglass Full timeSpecialist, Inventory Planning page is loaded Specialist, Inventory Planning Apply locations Montreal, QC time type Full time posted on Posted 3 Days Ago job requisition id JR43060 Automotive glass technology is helping transform how we experience the road. At Belron Canada, the home office of Speedy Glass, Lebeau vitres d'auto and Vanfax we take this...