Financial Planning Specialist

7 days ago


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

About This Role

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We are seeking a skilled Financial Planning Specialist to join our team at Royal Bank of Canada. In this role, you will play a critical part in helping high-net-worth individuals and families achieve their financial goals.

Key Responsibilities

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  • Develop and implement comprehensive financial plans tailored to the unique needs of each client.
  • Conduct thorough analyses of clients' financial situations, identifying areas for improvement and opportunities for growth.
  • Collaborate with other professionals to provide clients with a holistic view of their financial situation, including investment advice and wealth management strategies.
  • Maintain accurate records of client interactions, financial plans, and progress towards goals.
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance and excellence in service delivery.

About You

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To be successful in this role, you will possess a strong educational background in finance or a related field, as well as significant experience in financial planning and analysis. Your excellent communication skills will enable you to effectively communicate complex financial information to clients, while your analytical mind will help you identify opportunities for growth and improvement.

Salary and Benefits

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The estimated salary range for this position is $120,000 - $180,000 per year, based on factors such as location, experience, and performance. As a valued member of our team, you will also receive a comprehensive benefits package, including medical, dental, and vision coverage, as well as a generous retirement savings plan.

What We Offer

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In addition to a competitive salary and benefits package, we offer a dynamic and supportive work environment that fosters collaboration, innovation, and professional growth. Our team is dedicated to delivering exceptional service to our clients, and we are committed to providing the resources and support needed to excel in this role.

How to Apply

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If you are a motivated and detail-oriented individual with a passion for financial planning and analysis, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter, highlighting your relevant experience and qualifications.



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