Financial Planning Expert

3 days ago


Montreal, Quebec, Canada Royal Bank of Canada> Full time

Job Title: Financial Planning Expert

About the Role:

As a Financial Planning Expert at Royal Bank of Canada, you will work closely with our advisors to deliver comprehensive, customized financial plans to high net worth clients. Your role will involve preparing financial plans that meet client needs in financial, investment, retirement, tax, risk management, and estate planning.

Key Responsibilities:

  • Plan Creation: Develop personalized financial plans for clients, considering factors like holding companies, employee stock options, individual pension plans, and gift planning.
  • Collaboration: Work closely with the Financial Planning Analyst team to prepare financial plans, ensuring accuracy and completeness.
  • Client Interaction: Communicate complex strategies to advisors in a clear and concise manner, providing exceptional client service.
  • Professional Development: Stay up-to-date with industry developments and maintain professional designations to enhance your expertise.

Requirements:

  • Experience: Minimum five years of experience in tax planning for high net worth clients, with relevant experience in financial planning.
  • Designations: One or more professional designations in Accounting, such as CA, CMA, CGA, or CPA.
  • Languages: Bilingualism in English and French is required, as you will interact with clients and RBC partners across Canada.

What We Offer:

  • Total Rewards: Comprehensive compensation package, including bonuses, flexible benefits, and stock options.
  • Training: World-class training program in financial services, ensuring you have the skills to excel in your role.
  • Work Environment: Collaborative, progressive, and dynamic team environment.


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