Financial Planning Specialist
4 weeks ago
As a Financial Planning Specialist at Royal Bank of Canada, you will play a key role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide expert knowledge on complex financial strategies, including tax planning, investment, retirement, and estate planning.
Key Responsibilities- Develop comprehensive financial plans that meet client needs, including tax planning, investment, retirement, and estate planning.
- Collaborate with the Financial Planning Analyst team to prepare financial plans.
- Provide expert knowledge on complex financial strategies, including holding companies, employee stock options, individual pension plans, and gift and charitable planning.
- Simplify complex strategies to assist advisors.
- Promote a work environment that inspires innovation, creativity, collaboration, and diversity.
- Develop strong internal and external networks and referral sources.
- Five years of 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.
- Bilingualism (English and French) required.
- 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.
- A comprehensive Total Rewards Program, including bonuses and flexible benefits.
- A world-class training program in financial services.
- A dynamic, collaborative, progressive, and high-performing team.
- The opportunity to make a difference and lasting impact.
Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Royal Trust Corporation of Canada Full timeJob Title: Financial Planning SpecialistAt Royal Trust Corporation of Canada, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management team, you will play a critical role in delivering comprehensive financial plans to our high net worth clients.Key Responsibilities:Prepare customized financial...
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Financial Planning Specialist
4 weeks ago
Montreal, Quebec, Canada RBC Full timeJob SummaryThis is a unique opportunity to join the Family Office Service (FOS) team at RBC as a Financial Planning Analyst, focusing on providing clients with comprehensive financial planning solutions. As an integral part of the team, you will act as the primary financial planner in our centralized service and in a partnership role with the Financial...
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Financial Planning Specialist
4 weeks ago
Montreal, Quebec, Canada RBC Full timeJob SummaryThis is a unique opportunity to join the Family Office Service (FOS) team at RBC as a Financial Planning Analyst, focusing on providing clients with comprehensive financial planning solutions. As an integral part of the team, you will act as the primary financial planner in our centralized service and in a partnership role with the Financial...
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Financial Planning Specialist
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to high net worth clients of RBC Wealth Management. Your expertise will be instrumental in helping our clients achieve their financial goals.Job DescriptionWhat is the Opportunity?The RBC Family Office Services team...
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Financial Planning Specialist
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to high net worth clients of RBC Wealth Management. Your expertise will be instrumental in helping our clients achieve their financial goals.Job DescriptionWhat is the Opportunity?The RBC Family Office Services team...
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will play a key role in delivering comprehensive financial plans to High Net Worth clients. You will work closely with our advisors to provide expert knowledge and personalized financial planning services.Key ResponsibilitiesPrepare comprehensive financial plans that meet client needs...
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada RBC Full timeJob SummaryAs a Financial Planning Specialist at RBC, you will work with our advisors to deliver customized financial plans to High Net Worth clients. Your role will involve preparing comprehensive financial plans, personalizing each plan to meet clients' specific needs, and simplifying complex strategies to assist advisors.Key ResponsibilitiesPrepare...
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Financial Planning Specialist
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will play a key role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide expert knowledge on complex financial issues, such as holding companies, employee stock options, and individual pension plans.Key ResponsibilitiesPrepare...
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Financial Planning Specialist
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will play a key role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide expert knowledge on complex financial issues, such as holding companies, employee stock options, and individual pension plans.Key ResponsibilitiesPrepare...
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Financial Planning Specialist
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planning Analyst with the Royal Bank of Canada, you will play a key role in providing comprehensive financial planning solutions to clients. This involves acting as the primary financial planner in our centralized service, as well as partnering with Financial Planning Specialists in their respective regions. Your expertise will be...
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Financial Planning Specialist
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planning Analyst with the Royal Bank of Canada, you will play a key role in providing comprehensive financial planning solutions to clients. This involves acting as the primary financial planner in our centralized service, as well as partnering with Financial Planning Specialists in their respective regions. Your expertise will be...
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Financial Planning Analyst to join our Family Office Service (FOS) team. As an integral part of our team, you will provide clients with comprehensive financial planning solutions, acting as the primary financial planner in our centralized service and in partnership with Financial Planning Specialists in their...
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Financial Planning Analyst to join our Family Office Service (FOS) team. As an integral part of our team, you will provide clients with comprehensive financial planning solutions, acting as the primary financial planner in our centralized service and in partnership with Financial Planning Specialists in their...
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada RBC - Royal Bank Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at RBC Wealth Management. As a key member of our Family Office Services team, you will work closely with our advisors to deliver customized financial plans to High Net Worth clients.Key ResponsibilitiesPrepare comprehensive financial plans that meet clients' specific...
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Financial Planning Specialist
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRole OverviewAs a Financial Planning Specialist at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with...
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAs a Financial Planning Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
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Strategic Financial Planning Specialist
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob DescriptionWe are seeking a Strategic Financial Planning Specialist to join our team at Scotiabank. This role is responsible for providing comprehensive financial planning advice to high net worth clients.Develop and implement financial plans tailored to clients' specific needs.Collaborate with internal teams to ensure integrated and organized approach...
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Financial Planning and Analysis Specialist
2 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Randstad Canada. As a key member of our dynamic team, you will play a vital role in promoting the financial health of our organization.The ideal candidate will have a strong background in accounting and financial analysis, with a minimum of 5 years of experience in...
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Financial Planning Specialist
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a key member of the Royal Bank of Canada's Family Office Services team, you will work closely with our advisors to deliver tailored, comprehensive financial plans to High Net Worth (HNW) clients. Your role as a Financial Planning Specialist will involve collaborating with our team to identify and address...