Financial Planning Specialist

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

Job summary

Join a leading financial services team as a Financial Planning Specialist, where you will create tailored financial plans for high net worth clients. Collaborate with advisors, assist in business development, and contribute to a dynamic work environment focused on innovation and client success.

Benefits

Total Rewards Program

Flexible benefits

Competitive compensation

Stock options

World-class training program

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 for high net worth clients.
• Collaborate with the Financial Planning Analyst team.

Skills

Communication

Analytical Skills

Teamwork

Education

CA / CMA / CGA / CPA

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 areas such as financial, investment, retirement, tax, risk management, and estate planning.
2. Personalize each financial plan to provide expert knowledge on issues affecting clients, including 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 preparing financial plans.
5. Promote and support a work environment that inspires 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 oral and written communication skills.
• Strong analytical and judgment skills.
• Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
• Ability to work independently and as part of a team.

Nice-to-have

• Knowledge of investment and insurance industries is a strong asset.

What’s in it for you?

We thrive on challenges, progressive growth, and working together to deliver trusted advice that helps our clients thrive and communities prosper. We value each other, reaching our potential, making a difference in our communities, and 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.
• Ability to make a difference and lasting impact.

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 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 prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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