Financial Planning Specialist

1 month ago

Vancouver, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

As a Financial Planning Specialist at Royal Bank of Canada, you will play a crucial role in delivering customized financial plans to High Net Worth clients. Your expertise will help advisors provide comprehensive financial solutions, and you will also contribute to business development and revenue generation.

Key Responsibilities
  • Develop and implement comprehensive financial plans that meet clients' specific needs, including financial, investment, retirement, tax, risk management, and estate planning.
  • Personalize each financial plan to address complex issues affecting clients, such as holding companies, employee stock options, individual pension plans, and gift and charitable planning.
  • Simplify complex strategies to assist advisors in providing expert knowledge to clients.
  • Collaborate with the Financial Planning Analyst team to prepare 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 professional designations in Accounting, such as CA, CMA, CGA, or 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.
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.

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