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Financial Planning Strategist

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly skilled Financial Planning Strategist to join our team at the Royal Bank of Canada. As a key member of our Wealth Management division, you will play a critical role in providing expert advice and guidance to our clients on tax, retirement, and estate planning strategies.

Key Responsibilities
  • Develop and implement personalized financial plans for clients, utilizing our proprietary personal financial planning tools.
  • Provide in-depth analysis and recommendations on tax-efficient investment strategies, retirement planning, and estate planning.
  • Collaborate with cross-functional teams to deliver exceptional client experiences and drive business growth.
  • Stay up-to-date with industry trends, regulatory changes, and best practices in financial planning to ensure our clients receive the highest level of service.
Requirements
  • Strong background in financial planning, with a focus on tax, retirement, and estate planning.
  • Excellent analytical and problem-solving skills, with the ability to communicate complex ideas in a clear and concise manner.
  • Proven ability to work effectively in a team environment and build strong relationships with clients and colleagues.
  • Strong knowledge of financial planning software and tools, with a willingness to learn and adapt to new technologies.