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Senior Financial Planning Consultant
3 months ago
Position Overview
Role Summary
What is the opportunity?
As a key member of the RBC Family Office Services team, the Financial Planning Specialist collaborates with our advisors to create tailored, comprehensive financial strategies for High Net Worth (HNW) clients of RBC Wealth Management. Your contributions will also extend to business development, identifying opportunities, and driving revenue growth.
Key Responsibilities
- Develop detailed financial strategies that align with the unique requirements of clients, focusing on financial, investment, retirement, tax, risk management, and estate planning.
- Customize each financial strategy to provide expert insights on matters impacting clients, including holding companies, employee stock options, individual pension plans, retirement compensation agreements, and charitable planning.
- Simplify intricate strategies to support advisors effectively.
- Collaborate closely with the Financial Planning Analyst team to prepare comprehensive financial strategies.
- Foster a work environment that encourages innovation, creativity, collaboration, and diversity.
- Build and maintain strong internal and external networks and referral sources.
Qualifications for Success
Essential Requirements
- A minimum of five years of experience in tax planning for high net worth individuals.
- Five years of relevant experience in various aspects of financial planning.
- Possession of one or more professional designations in Accounting: CA/CMA/CGA/CPA.
- Excellent verbal and written communication skills.
- Strong analytical abilities and sound judgment.
- Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
- Ability to work effectively both independently and as part of a team.
Preferred Qualifications
- Knowledge of the investment and insurance sectors is a valuable asset.
- Certified Financial Planner (CFP) designation or Financial Planner (F. Pl.) designation for Quebec.
What We Offer
- A comprehensive Total Rewards Program that includes bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable.
- A world-class training program in financial services.
- Opportunities to work within a dynamic, collaborative, and high-performing team.
- The chance to make a meaningful impact and difference.
Core Competencies
Cash Management, Competitive Markets, Consulting, Customer Service, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented.
Commitment to Inclusion
At RBC, we value diversity and inclusion as essential drivers of innovation and growth. We are dedicated to creating inclusive teams and an equitable workplace where employees can be their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.
We also strive to provide an accessible candidate experience for prospective employees with varying abilities. Please inform us if you require any accommodations during the recruitment process.
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