Financial Planning Specialist

Royal Bank of Canada>; London; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join the RBC Family Office Services team as a Financial Planning Specialist, where you'll create tailored financial plans for high net worth clients. This role involves collaborating with advisors, simplifying complex strategies, and contributing to business development. Bring your expertise in financial planning and tax strategies to make a significant impact in a dynamic environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive pay

Commissions

Stock options

World-class training in financial services

Qualifications

• Five years of experience in tax planning for high net worth clients.
• Five years of relevant experience in financial planning.
• Effective oral and written communication skills.

Responsibilities

• Prepare comprehensive financial plans tailored to clients' needs.
• Collaborate with the Financial Planning Analyst team.
• Develop strong internal and external networks.

Skills

Cash Management

Client Counseling

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Risk Management

Results-Oriented

Education

Professional designations in Accounting (CA, CMA, CGA, CPA)

Tools

Microsoft Office

Conquest

Naviplan

Job description

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. You will also assist with business development, opportunity spotting, and revenue generation.

What will you do?

1. Prepare comprehensive financial plans tailored to clients' needs in areas such as financial, investment, retirement, tax, risk management, and estate planning.
2. Personalize each financial plan with expert knowledge on issues affecting clients, including holding companies, employee stock options, pension plans, retirement compensation, gift and charitable planning, etc.
3. Simplify complex strategies to assist advisors.
4. Collaborate with the Financial Planning Analyst team in preparing financial plans.
5. Promote and support a work environment that encourages innovation, creativity, collaboration, and diversity.
6. Develop strong internal and external networks and referral sources.

What do you need to succeed?

Must-have

• Five years of experience in tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• Professional designations in Accounting such as CA, CMA, CGA, or CPA.
• Effective oral and written communication skills.
• Strong analytical and judgment skills.
• Proficiency in Microsoft Office and financial planning software like Conquest or Naviplan.
• Ability to work independently and as part of a team.

Nice-to-have

• Knowledge of investment and insurance industries.

What’s in it for you?

We thrive on challenges, progressive growth, and collaboration to deliver trusted advice that helps our clients and communities prosper. We value diversity, mutual success, and making a difference.

Benefits include a comprehensive Total Rewards Program with bonuses, flexible benefits, competitive pay, commissions, and stock options where applicable.

Access to world-class training in financial services, working within a dynamic and high-performing team, and the opportunity to make a lasting impact.

Job Skills

Cash Management, Client Counseling, Competitive Markets, Customer Service, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W, TORONTO

City: TORONTO

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Posted Date: 2024-05-08

Application Deadline: Note: Applications accepted until 11:59 PM the day before the deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion to foster innovation and growth. We are committed to building inclusive teams and equitable workplaces where employees can bring their true selves. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We strive to provide an accessible recruitment process for all applicants. Please inform us if you require accommodations during the recruitment process.

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