Financial Planning Specialist
2 weeks ago
Financial Planning Specialist – Royal Bank of Canada • Timmins, Canada 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, customised 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. Personalise 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. Additional Job Details Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Job Type: Regular Pay Type: Salaried Posted Date: 2024-05-08 Application Deadline: (applications accepted until 11:59 PM on the day prior to the application deadline date above) Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail. #J-18808-Ljbffr
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Financial Planner, Scotia Financial Planning
1 week ago
Timmins, Ontario, Canada Scotiabank Full timeRequisition ID: 233564Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as "Investment Specialist" under the Mobile Advice Team) within our...
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Financial Planner, Scotia Financial Planning
1 week ago
Timmins, Canada Accelerate Her Future® Full timeDescription Requisition ID: 233564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice...
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Financial Planner, Scotia Financial Planning
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Timmins, Canada Scotiabank Full timeRequisition ID: 233564Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...
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Timmins, Canada Royal Bank of Canada> Full timeA leading financial institution in Canada seeks a Financial Planning Specialist for its RBC Family Office Services team in Timmins. This role emphasizes delivering customized financial plans to High Net Worth clients while collaborating with advisors. Ideal candidates will have at least five years of experience in financial planning, strong analytical...
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Financial Planner, Scotia Financial Planning
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(s): Canada : Ontario : Timmins Scotiabank Global Site Full timeRequisition ID: 233564Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as "Investment Specialist" under the Mobile Advice Team) within our...
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