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Wealth Management Financial Planner

2 months ago

Thunder Bay, Ontario, Canada RBC Full time

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 advisors to provide tailored, comprehensive financial strategies for High Net Worth (HNW) clients within RBC Wealth Management. In this role, you will also contribute to business growth, identify opportunities, and drive revenue generation.

Key Responsibilities

  1. Develop detailed financial strategies that align with clients' unique requirements in areas such as investment, retirement, tax, risk management, and estate planning.
  2. Customize each financial strategy to offer expert insights on various client issues, including holding companies, employee stock options, individual pension plans, retirement compensation agreements, and charitable planning.
  3. Simplify intricate strategies to aid advisors in their client interactions.
  4. Collaborate effectively with the Financial Planning Analyst team to create financial plans.
  5. Foster a work environment that encourages innovation, creativity, collaboration, 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 comprehensive financial planning.
  3. Possession of one or more professional designations in Accounting: CA/CMA/CGA/CPA.
  4. Strong verbal and written communication skills.
  5. Excellent analytical and judgment capabilities.
  6. Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
  7. Ability to work effectively both independently and as part of a team.

Preferred Qualifications

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

What We Offer

At RBC, we are committed to fostering an environment that encourages growth, collaboration, and innovation. We value each other, strive for excellence, and work together to provide trusted advice that empowers our clients and enriches our communities.

  1. A comprehensive Total Rewards Program that includes bonuses, flexible benefits, competitive salaries, commissions, and stock options where applicable.
  2. A world-class training program in financial services.
  3. Opportunity to work within a dynamic, collaborative, and high-performing team.
  4. Chance to make a meaningful and lasting impact.

Core Competencies

Cash Management, Competitive Markets, Consulting, Customer Service, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented.

Commitment to Diversity and Inclusion

At RBC, we embrace diversity and inclusion as a catalyst for innovation and growth. We are dedicated to building inclusive teams and fostering an equitable workplace where all employees can bring their authentic selves to work. 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.