Financial Planning Specialist

3 weeks ago

Montreal, Quebec, Canada RBC Full time
Job Summary

As a Financial Planning Specialist at RBC, you will work with our advisors to deliver customized financial plans to High Net Worth clients. Your role will involve preparing comprehensive financial plans, personalizing each plan to meet clients' specific needs, and simplifying complex strategies to assist advisors.

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 issues affecting clients, such as holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
  • Simplify complex strategies to assist advisors.
  • Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.
  • Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity.
  • Develop strong internal and external networks and referral sources.
Requirements
  • Five years of experience with 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. Bilingualism (English and French) required, as you will regularly do business with partners across Canada.
  • 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.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Ability to make a difference and lasting impact.

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