Financial Planning Specialist

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our Family Office Services team, you will work closely with our advisors to deliver customized financial plans to High Net Worth clients.

Key Responsibilities
  • Develop comprehensive financial plans that address clients' specific needs in areas such as financial, investment, retirement, tax, risk management, and estate planning.
  • Personalize each financial plan to provide expert knowledge on complex issues affecting clients, including holding companies, employee stock options, individual pension plans, and gift and charitable planning.
  • Simplify complex strategies to assist advisors in delivering exceptional client service.
  • Collaborate with the Financial Planning Analyst team to prepare financial plans and promote a work environment that inspires innovation, creativity, and diversity.
  • Develop strong internal and external networks and referral sources to drive business growth.
Requirements
  • Five years of experience in tax planning for high net worth clients.
  • Five years of relevant experience in all aspects of financial planning.
  • One or more professional designations in Accounting, such as CA, CMA, CGA, or CPA.
  • Effective communication and analytical skills, with the ability to work both independently and as part of a team.
  • Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • A world-class training program in financial services.
  • The opportunity to work in a dynamic, collaborative, and progressive team environment.
  • The ability to make a lasting impact and contribute to the success of our clients and communities.

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