Financial Planning Specialist
6 days ago
Job Summary
Job Description
What is the opportunity?
As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.
What will you do?
Prepare comprehensive financial plans that meet client's specific needs in the areas of financial, investment, retirement, and risk management planning.
Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
Simplify complex strategies to assist Advisors
Deliver presentations to Advisors and clients
Provide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plans
Promote and support a work environment that inspires innovation, creativity, collaboration and diversity
Develop strong internal and external networks and referral sources
What do you need to succeed?
Must-have
Effective communication skills both oral and written
Ten years of relevant experience in all aspects of financial planning
Professional designation such as CA, CGA, LLB, or CMA
Complex financial planning experience
Strong analytical and judgment skills.
Computer skills : Microsoft Office, "Naviplan Extended" or CCH - (planning software).
Ability to work both as part of a team and independently
Nice-to-have
Financial planning designation: CFP or RFP
Investment and insurance industry knowledge are also strong assets
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impact
Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job Details
Address:
AVE:REGINACity:
REGINACountry:
CanadaWork hours/week:
Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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