Financial Planning Specialist

0000050339 Royal Trust Corporation of Canada; Halifax; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm seeks a Financial Planning Specialist to deliver tailored financial plans for high net worth clients. The role involves collaboration with advisors and analysts, focusing on tax planning and comprehensive financial strategies. Join a dynamic team committed to innovation and client success, with opportunities for professional growth and a comprehensive rewards program.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Stock options

World-class training program in financial services

Qualifications

• Five years of experience with tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.

Responsibilities

• Prepare comprehensive financial plans tailored to clients' needs.
• Collaborate with Financial Planning Analyst team on plans.
• Promote a work environment encouraging innovation and collaboration.

Skills

Effective communication

Analytical skills

Teamwork

Education

Professional designations in Accounting

Tools

Microsoft Office

Conquest

Naviplan

Job description

What is the opportunity? 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. As a valued partner, you will also assist with business development, opportunity spotting, and revenue generation.

What will you do?

1. Prepare comprehensive financial plans that meet clients' specific needs in financial, investment, retirement, tax, risk management, and estate planning.
2. Personalize each financial plan to provide expert knowledge on issues affecting clients, such as holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
3. Simplify complex strategies to assist advisors.
4. Collaborate with the Financial Planning Analyst team in the preparation of 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 with 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.
• Effective communication skills, both oral and written.
• Strong analytical and judgment skills.
• Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
• Ability to work both 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 the challenge to be our best, embrace progressive thinking, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference, and achieving mutual success.

A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable.

A world-class training program in financial services.

Work in a dynamic, collaborative, progressive, and high-performing team.

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: 2024-10-31

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 where employees can bring their true selves to work. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We strive to provide accessible recruitment experiences for candidates with different abilities. Please inform us if you require accommodations during the process.

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