Financial Planning Specialist

0000050339 Royal Trust Corporation of Canada; Edmonton; On-site; CAD 80,000 - 100,000; 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 and analysts to deliver innovative solutions, while developing your professional network. Enjoy a comprehensive rewards program and a dynamic work environment that values diversity and inclusion.

Benefits

Comprehensive Total Rewards Program

World-class training program

Flexible benefits

Competitive compensation

Qualifications

• Five years 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 clients.
• Work collaboratively with the Financial Planning Analyst team.

Skills

Effective 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 the areas of financial, investment, retirement, tax, risk management, and estate planning.
2. 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.
3. Simplify complex strategies to assist advisors.
4. Work collaboratively with the Financial Planning Analyst team in the preparation of 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

1. Five years experience with tax planning for high net worth clients.
2. Five years of relevant experience in all aspects of financial planning.
3. One or more of the following professional designations in Accounting: CA / CMA / CGA / CPA.
4. Effective communication skills both oral and written.
5. Strong analytical and judgment skills.
6. Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
7. Ability to work both as part of a team and independently.

Nice-to-have

• 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.

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

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