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Financial Planning Specialist

2 months ago

Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

As a key member of the Royal Bank of Canada's Wealth Management team, your role as a Financial Planning Specialist is to collaborate with experienced advisors to deliver customized financial plans to high net worth clients. You will work closely with the team to identify business opportunities, develop revenue-generating strategies, and provide exceptional client service.

Key Responsibilities

  • Develop comprehensive financial plans that cater to clients' specific needs, including financial, investment, retirement, tax, risk management, and estate planning.
  • Personalize each financial plan to provide expert knowledge on complex issues affecting clients, such as holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
  • Simplify complex financial strategies to assist advisors in providing exceptional client service.
  • Collaborate with the Financial Planning Analyst team to prepare financial plans and ensure accuracy and quality.
  • Promote a work environment that fosters innovation, creativity, collaboration, and diversity.
  • Develop strong internal and external networks and referral sources to drive business growth.

Requirements

  • Five years of experience in 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 and interpersonal skills.
  • Strong analytical and judgment skills.
  • Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
  • Ability to work collaboratively as part of a team and independently.

Preferred Qualifications

  • Investment and insurance industry knowledge are valuable 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.
  • Opportunity to work in a dynamic, collaborative, and progressive team environment.
  • Ability to make a lasting impact and contribute to the success of the Royal Bank of Canada's Wealth Management team.