Financial Planning Specialist

4 weeks ago


Regina, Canada Royal Bank of Canada Full time

**Job Summary**

**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?**

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 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

**I**nclusion** 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.

**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.



  • Regina, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Regina, Canada Northbridge Financial Corporation Full time

    We’re Federated Insurance. We’ve proudly been serving Canadian businesses for 100 years. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to focusing on our customers’ unique needs and we go above and beyond to help Canadian businesses have a safer and brighter future. We’re a...


  • Regina, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189761 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...


  • Regina, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189761 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...


  • Regina, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189761 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...


  • Regina, Canada Scotiabank Full time

    Requisition ID: 189761 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...


  • Regina, Canada Scotiabank Full time

       Requisition ID: 189761 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all...


  • Regina, Canada SaskEnergy Full time

    SaskEnergy is seeking a qualified and motivated individual to join our team. The Specialist, Enterprise Resource Planning (ERP) leads the ERP team and collaborates with cross-functional teams to drive the implementation of ERP solutions that streamline operations and improve business processes. This position serves as a technical expert in ERP systems,...


  • Regina, Canada Brandt Full time

    Brandt Group of Companies is currently seeking a Financial Analyst for our Regina, SK location. Duties & ResponsibilitiesReporting to the Manager, Financial Planning & Analysis this position will support the budgeting, forecasting, and financial/operational reporting process. The role requires proficient Excel skills, experience in data modelling preferable...

  • Financial Advisor

    1 month ago


    Regina, Canada Forest Hills Financial Group Full time

    *Remote/hybrid opportunity from Bergen/Essex/Passaic/Morris/Somerset/Union/Hudson County, New Jersey. Office space is located in New York City.*Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  We take an uncommon approach to financial services, focusing on...


  • Regina, Canada TD Bank Full time

    415078BR Sales & Business Development Regina, SK July 25, 2023 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we’ll ensure you...


  • Regina, Canada Connor, Clark & Lunn Financial Group Full time

    **Operational Specialist Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Regina** We are looking for the next **Operational Specialist Associate **to join our firm. In this role, you will be a member of a collaborative and operations focused team requiring exceptional communication skills, proficiency with technology and high attention to...


  • Regina, Canada Brandt Full time

    Brandt Group of Companies is currently seeking a **Financial Analyst **for our **Regina, SK** location. Duties & Responsibilities - Support the budgeting and forecasting process - Partner to improve reporting including building and maintaining performance dashboards - Provide accurate and timely analysis for decision-making and operational improvements -...


  • Regina, Canada Bluelime Technical Services Full time

    SCOPE OF SERVICES OF THE PROJECT CONTROL SPECIALIST The Project Control Specialist shall: (a) Assist the project manager in managing major capital and operating projects through the project life cycle (initiation, planning, execution, monitoring, and closure) including project monitoring, financial analysis and management, as well as appropriate reporting...


  • Regina, Canada MD Financial Management Full time

    Requisition ID: 181964 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative...

  • Securities Specialist

    1 month ago


    Regina, Canada Canada Life Assurance Company Full time

    **Job Description**: Ready for a more challenging, bigger canvas? Join a creative organization where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life. We’re looking for a CIRO (formerly IIROC) Registered financial professional who is Wealth Management business savvy and brings charismatic...


  • Regina, Canada H & A Financial Advisors Full time

    **H & A Financial Advisors seeks an exceptional and experienced Executive Assistant to join our Team.** You are a team player and are a self-motivated, disciplined, highly organized, and detailed individual skilled in communication and passionate about service. Drawing on previous years of experience in an administrative role, you will be responsible for...


  • Regina, Canada Farm Credit Canada Full time

    Closing Date (MM/DD/YYYY): 11/26/2023 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position): $89,369 - $120,911 Expertise in integrated planning and financial and capital management practices required With a Chartered Professional...


  • Regina, Canada MKS Financial Services Inc. Full time

    MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add two (2) administrative professionals to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. Knowledge of Group Insurance would...


  • Regina, Canada Black Canadian Women in Action Full time

    Job Posting Job Title: Business Operations Specialist Location: Calgary, Alberta Company: BCW In Action **About Us**: BCW In Action is a bilingual, non-profit organization and registered charity committed to making a difference in the lives of families in Black Canadian communities living in Western Canada. BCW in Action's vision is to promote the...