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Wealth Management Financial Planner

2 months ago

Thunder Bay, Ontario, Canada RBC Full time

Position Overview

Role Summary

What does this role entail?

As a key contributor to the RBC Family Office Services team, the Financial Planning Specialist collaborates with advisors to create tailored financial strategies for High Net Worth (HNW) clients within RBC Wealth Management. Your expertise will also support business growth, identifying opportunities, and driving revenue.

Key Responsibilities

  1. Develop detailed financial strategies that align with the unique requirements of clients, covering areas such as investment, retirement, tax, risk management, and estate planning.
  2. Customize each financial strategy to address specific client concerns, including holding companies, employee stock options, individual pension plans, retirement compensation agreements, and charitable planning.
  3. Simplify intricate strategies to aid advisors in client discussions.
  4. Collaborate with the Financial Planning Analyst team to prepare comprehensive financial plans.
  5. Foster a work environment that encourages innovation, creativity, teamwork, and diversity.
  6. Build and maintain strong internal and external networks and referral sources.

Qualifications for Success

Essential Requirements

  1. A minimum of five years of experience in tax planning for high net worth individuals.
  2. Five years of relevant experience in various aspects of financial planning.
  3. Possession of one or more professional designations in Accounting: CA/CMA/CGA/CPA.
  4. Excellent verbal and written communication skills.
  5. Strong analytical and decision-making abilities.
  6. Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
  7. Capability to work effectively both independently and as part of a team.

Preferred Qualifications

  1. Knowledge of the investment and insurance sectors is a valuable asset.
  2. Certified Financial Planner (CFP) designation (or Financial Planner (F. Pl.) designation for Quebec).

What We Offer

At RBC, we are committed to excellence, continuous growth, and collaboration to provide trusted advice that empowers our clients and enriches our communities. We prioritize the well-being of our employees and strive for mutual success.

  1. A comprehensive Total Rewards Program that includes bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable.
  2. A world-class training program in financial services.
  3. Engagement in a dynamic, collaborative, and high-performing team environment.
  4. The opportunity to make a significant and lasting impact.

Core Competencies

Cash Management, Competitive Analysis, Consulting, Customer Service, Decision Making, Relationship Management, Investment Management, Risk Management, Results Orientation.

Commitment to Diversity and Inclusion

RBC values diversity and inclusion as drivers of innovation and growth. We are dedicated to building inclusive teams and fostering an equitable workplace where all employees can thrive. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also aim to provide an accessible experience for candidates with different abilities. Please inform us if you require any accommodations during the recruitment process.