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Financial Planning Specialist

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our Financial Planning Services team, you will work closely with our advisors to deliver customized financial plans to our High Net Worth clients.

Key Responsibilities
  • Prepare comprehensive financial plans that meet clients' specific needs in areas such as financial, investment, retirement, tax, risk management, and estate planning.
  • Personalize each financial plan to provide expert knowledge around complex issues affecting clients, including holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
  • Simplify complex strategies to assist advisors in delivering exceptional client service.
  • Collaborate with the Financial Planning Analyst team in the preparation of financial plans.
  • Promote a work environment that inspires innovation, creativity, collaboration, and diversity.
  • Develop strong internal and external networks and referral sources.
Requirements
  • Five years of experience in 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, with 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.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • A world-class training program in financial services.
  • A dynamic, collaborative, progressive, and high-performing team environment.
  • The opportunity to make a lasting impact and contribute to the success of our clients and communities.