Financial Planning Consultant

5 days ago


Montreal, Quebec, Canada Royal Bank of Canada Full time

About the Opportunity:

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The Royal Bank of Canada is seeking a highly skilled Financial Planning Specialist to join its Family Office Services team. As an integral member of this team, you will work closely with advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients.

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Your Key Responsibilities:

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  • Prepare customized financial plans that meet clients' specific needs in areas such as financial planning, investment, retirement, tax, risk management, and estate planning.">
  • Personalize each plan to provide expert knowledge on complex issues affecting clients, including holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning.">
  • Simplify complex strategies to assist advisors.">
  • Work collaboratively with the Financial Planning Analyst team to prepare financial plans.">
  • Promote a work environment that inspires innovation, creativity, collaboration, and diversity.">
  • Develop strong internal and external networks and referral sources.">
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Requirements:

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  • 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: CA/CMA/CGA/CPA.">
  • Bilingualism (English and French) required, as you will regularly serve clients and conduct business across Canada.">
  • Effective communication skills, both oral and written.">
  • Strong analytical and judgment skills.">
  • Microsoft Office and financial planning software such as Conquest or Naviplan.">
  • Ability to work both as part of a team and independently.">
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Preferred Qualifications:

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  • Investment and insurance industry knowledge.">
  • Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).">
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What We Offer:

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  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.">
  • A world-class training program in financial services.">
  • An opportunity to work in a dynamic, collaborative, progressive, and high-performing team.">
  • A chance to make a lasting impact and contribute to the success of our clients and communities.">
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Job Details:

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We are offering a competitive salary range of $80,000 - $120,000 per year, depending on experience, and 37.5 hours of work per week in a full-time position.

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About Us:

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The Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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How to Apply:

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Please submit your application through our website at jobs.rbc.com.



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