Personal Finance Advisor

2 months ago

London, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As a key member of the Royal Bank of Canada's Financial Services team, your role as a Financial Planning Specialist is to collaborate with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients. As a valued partner, you will also assist with business development, opportunity spotting, and revenue generation.

Key Responsibilities

  • Develop and implement comprehensive financial plans that meet clients' specific needs in areas such as financial planning, investment management, retirement planning, tax planning, risk management, and estate planning.
  • Personalize each financial plan to provide expert knowledge around complex issues affecting clients, such as holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
  • Simplify complex financial strategies to assist advisors in providing 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

Must-have

  • 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.
  • Strong analytical and judgment skills.
  • Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
  • Ability to work both as part of a team and independently.

Nice-to-have

  • Investment and insurance industry knowledge are also valuable assets.
  • Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Ability to make a difference and lasting impact.

Job Skills

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

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