Financial Planning Strategist

4 days ago


Montreal, Quebec, Canada Royal Bank of Canada> Full time
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We are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada. As a key member, you will be responsible for delivering comprehensive financial plans to High Net Worth (HNW) clients.

Job Description:
  • Develop personalized financial plans addressing client needs in financial, investment, retirement, tax, risk management, and estate planning.
  • Simplify complex strategies to assist advisors in making informed decisions.
  • Collaborate with the Financial Planning Analyst team to prepare financial plans.
  • Promote a work environment that fosters innovation, creativity, collaboration, and diversity.
Requirements:
  • Five years of experience in tax planning for high net worth clients.
  • Relevant experience in all aspects of financial planning.
  • One or more professional designations in Accounting: CA/CMA/CGA/CPA.
  • Bilingualism (English and French) is required due to regular interactions with clients and RBC partners across Canada.
  • Effective communication and analytical skills.
  • Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
  • Ability to work independently and as part of a team.
What We Offer:
  • A Total Rewards Program including bonuses, 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 on client success and community prosperity.
About Us:

Royal Bank of Canada is committed to building inclusive teams and an equitable workplace. We strive to provide an accessible candidate experience for prospective employees with different abilities.



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