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Financial Planning Specialist

3 months ago

Saskatoon, Canada Royal Bank of Canada Full time

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 client’s 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: CA/CMA/CGA/CPA.
  • Effective communication skills both oral and written.
  • 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).

What’s in it for you?

  • 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 impact.

Job Skills

Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented.

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W, TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform:

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-05-08

Application Deadline: 2024-10-31

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