Wealth Management Financial Planner

4 weeks ago

Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

As a vital part of the Royal Bank of Canada Family Office Services team, your position as a Wealth Management Financial Planner involves collaborating with our advisors to create tailored, all-encompassing financial strategies for High Net Worth (HNW) clients.

Develop detailed financial strategies that align with the unique requirements of clients in areas such as investment, retirement, taxation, risk management, and estate planning.

Customize each financial strategy to offer expert insights on matters affecting clients, including holding companies, employee stock options, individual pension plans, retirement compensation agreements, and charitable giving.

Work in conjunction with the Financial Planning Analyst team to prepare comprehensive financial strategies.
Foster a workplace culture that encourages innovation, creativity, collaboration, and diversity.
Build robust internal and external networks and referral sources.

Qualifications include:

  • Five years of experience in tax planning for high net worth individuals.
  • Five years of relevant experience in all facets of financial planning.
  • Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
  • Knowledge of investment and insurance sectors is highly advantageous.

We offer a comprehensive Total Rewards Program that includes bonuses, flexible benefits, competitive salaries, commissions, and stock options where applicable.
Benefit from a world-class training program in financial services.

Key competencies include Cash Management, Competitive Markets, Consulting, Customer Service, Decision Making, Interpersonal Relationship Management, Investment Management, and Results Orientation.


Employment Type:
Full time
At RBC, we value diversity and inclusion as drivers of innovation and growth.

We are dedicated to fostering inclusive teams and creating an equitable workplace where employees can express their authentic selves.

We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

Join our Talent Community to learn more about how we leverage our passion and commitment to enhance the well-being of our clients and communities.

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