Financial Planning Specialist
2 months ago
**Role Overview**
As a Financial Planning Specialist with the Royal Bank of Canada Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to High Net Worth clients of RBC Wealth Management.
**Key Responsibilities**
* Collaborate with advisors to create comprehensive financial plans that meet the unique needs of HNW clients
* Develop and maintain strong relationships with clients to understand their financial goals and objectives
* Analyze complex financial data to identify opportunities for growth and optimization
* Provide expert guidance on investment strategies and wealth management solutions
**What We Offer**
* A dynamic and supportive work environment with opportunities for professional growth and development
* A competitive compensation package and comprehensive benefits program
* The chance to work with a talented team of professionals who are passionate about delivering exceptional client service
**Requirements**
* Bachelor's degree in a related field (e.g. finance, accounting, economics)
* 2+ years of experience in financial planning or a related field
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
**Why Join Us**
At Royal Bank of Canada, we are committed to building a diverse and inclusive workplace that reflects the communities we serve. We believe that a diverse and inclusive workplace is essential to our success and that our differences are what make us stronger.
If you are a motivated and results-driven professional who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
-
Financial Planning Specialist
2 months ago
Burnaby, British Columbia, Canada Syncra Construction Corp. Full timeFinancial Planning Specialist At Syncra Construction Corp., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our accounting department, you will be responsible for planning, setting up, and administering accounting systems to ensure accuracy and compliance with accounting standards and...
-
Financial Planning Specialist
2 months ago
Burnaby, British Columbia, Canada Syncra Construction Corp. Full timeFinancial Planning Specialist At Syncra Construction Corp., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our accounting department, you will be responsible for planning, setting up, and administering accounting systems to ensure accuracy and compliance with accounting standards and...
-
Financial Planning Specialist
1 month ago
Burnaby, British Columbia, Canada BC Housing Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at BC Housing. As a key member of our finance department, you will be responsible for preparing financial reports and analysis, sharing insights to support decision making, and providing support in quarterly and annual budget exercises.Key ResponsibilitiesPrepare...
-
Financial Planning Specialist
1 month ago
Burnaby, British Columbia, Canada BC Housing Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at BC Housing. As a key member of our finance department, you will be responsible for preparing financial reports and analysis, sharing insights to support decision making, and providing support in quarterly and annual budget exercises.Key ResponsibilitiesPrepare...
-
Financial Planning Specialist
2 months ago
Burnaby, British Columbia, Canada Royal Bank of Canada Full timeJob Summary**Role Overview**As a Financial Planning Specialist with the Royal Bank of Canada Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to High Net Worth clients of RBC Wealth Management.**Key Responsibilities*** Collaborate with advisors to create comprehensive financial plans that meet the...
-
Financial Planning Specialist
2 months ago
Burnaby, British Columbia, Canada Royal Bank of Canada Full timeJob Summary**Role Overview**As a Financial Planning Specialist with the Royal Bank of Canada Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to High Net Worth clients of RBC Wealth Management.**Key Responsibilities*** Collaborate with advisors to create comprehensive financial plans that meet the...
-
Financial Planning Specialist
2 months ago
Burnaby, British Columbia, Canada Royal Bank of Canada Full timeJob Summary**Role Overview**As a Financial Planning Specialist with the Royal Bank of Canada Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to High Net Worth clients of RBC Wealth Management.**Key Responsibilities*** Collaborate with advisors to create comprehensive financial plans that meet the...
-
Financial Planning Specialist
2 months ago
Burnaby, British Columbia, Canada Royal Bank of Canada Full timeJob Summary**Role Overview**As a Financial Planning Specialist with the Royal Bank of Canada Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to High Net Worth clients of RBC Wealth Management.**Key Responsibilities*** Collaborate with advisors to create comprehensive financial plans that meet the...
-
Senior Financial Analyst
2 months ago
Burnaby, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is seeking a highly skilled Senior Financial Analyst to join its Financial Planning & Analysis (FP&A) team. As a key member of the team, you will play a critical role in supporting the organization's overall financial planning and analysis function.Key Responsibilities:Budgeting &...
-
Senior Financial Analyst
2 months ago
Burnaby, British Columbia, Canada G&F Financial Group Full timeAbout G&F Financial GroupG&F Financial Group, a leading financial institution, is a dynamic organization with a strong presence in the financial services industry. With a rich history of innovation and customer-centric approach, we strive to provide exceptional financial solutions to our clients.Our MissionWe are committed to delivering personalized...
-
Financial Planning Specialist
1 week ago
Burnaby, British Columbia, Canada Simon Fraser University Full timeAbout the RoleThe Financial Analyst position at Simon Fraser University is a key business partner that provides advice, consultation, and assistance to senior managers, staff, and other key stakeholders in support of financial and budget planning, internal and external reporting, and general accounting decision-making.This role requires a Bachelor's degree...
-
Financial Planning Specialist
2 weeks ago
Burnaby, British Columbia, Canada Simon Fraser University Full timeAbout the RoleThe Financial Analyst position at Simon Fraser University is a key business partner that provides advice, consultation, and assistance to senior managers, staff, and other key stakeholders in support of financial and budget planning, internal and external reporting, and general accounting decision-making.This role requires a Bachelor's degree...
-
Financial Planning Specialist
2 weeks ago
Burnaby, British Columbia, Canada Simon Fraser University Full timeAbout the RoleThe Financial Analyst position at Simon Fraser University is a key business partner that provides advice, consultation, and assistance to senior managers, staff, and other key stakeholders in support of financial and budget planning, internal and external reporting, and general accounting decision-making.This role requires a Bachelor's degree...
-
Financial Planning Specialist
1 day ago
Burnaby, British Columbia, Canada Simon Fraser University Full timeAbout the RoleThe Financial Analyst provides expert financial guidance and support to senior managers, staff, and stakeholders in planning, budgeting, and financial decision-making. As a key business partner, this position is responsible for delivering high-quality financial analysis, data insights, and strategic recommendations to drive business success.Key...
-
Financial Planning Specialist
2 weeks ago
Burnaby, British Columbia, Canada Randstad Full timeFinancial Analyst OpportunityWe are seeking a highly motivated and detail-oriented Financial Analyst to contribute to our team in Burnaby.The ideal candidate will have a strong background in financial data analysis and strategic planning, with the ability to effectively communicate data-driven insights to both internal and external stakeholders.In this role,...
-
Financial Planning and Analysis Specialist
2 months ago
Burnaby, British Columbia, Canada BC Housing Full timeJob SummaryThe Budget and Financial Analyst will be responsible for preparing comprehensive financial reports and analysis, providing insights to support informed decision making, and contributing to the development of the BC Housing operating plan. This role will involve preparing complex financial models, providing support in quarterly and annual budget...
-
Financial Planning and Analysis Specialist
2 months ago
Burnaby, British Columbia, Canada BC Housing Full timeJob SummaryThe Budget and Financial Analyst will be responsible for preparing comprehensive financial reports and analysis, providing insights to support informed decision making, and contributing to the development of the BC Housing operating plan. This role will involve preparing complex financial models, providing support in quarterly and annual budget...
-
Financial Planning Manager
3 weeks ago
Burnaby, British Columbia, Canada DP World Full timeAbout This RoleThe Financial Planning Manager is responsible for driving business growth through effective financial planning and analysis. They will work closely with senior leadership to develop and implement financial strategies that align with the company's goals.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform business...
-
Financial Planning Manager
3 weeks ago
Burnaby, British Columbia, Canada DP World Full timeAbout This RoleThe Financial Planning Manager is responsible for driving business growth through effective financial planning and analysis. They will work closely with senior leadership to develop and implement financial strategies that align with the company's goals.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform business...
-
Financial Planning Manager
4 weeks ago
Burnaby, British Columbia, Canada DP World Full timeAbout This RoleThe Financial Planning Manager is responsible for driving business growth through effective financial planning and analysis. They will work closely with the leadership team to develop and implement financial strategies that align with the company's goals.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform business...