Financial Planning Specialist

Royal Bank of Canada; Halifax; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada is seeking a Financial Planning Specialist to develop customized financial plans for high net worth clients. The role involves collaborating with advisors, personalizing financial strategies, and assisting in business development. Candidates must have significant experience in financial planning and tax management, along with relevant accounting designations. This position offers a comprehensive rewards program and a collaborative workplace culture.

Benefits

Comprehensive Total Rewards Program

World-class training program

Collaborative team environment

Qualifications

• Five years experience with tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• Strong analytical and judgment skills.

Responsibilities

• Prepare comprehensive financial plans for clients' needs.
• Work collaboratively with the Financial Planning Analyst team.
• Develop strong internal and external networks.

Skills

Tax planning for high net worth clients

Financial planning

Effective communication

Analytical skills

Microsoft Office

Financial planning software

Education

CA/CMA/CGA/CPA

Tools

Conquest

Naviplan

Job description

Overview

Job Summary

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.

Responsibilities

• Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate 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.
• Work collaboratively with the Financial Planning Analyst team 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.

Qualifications

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

Nice-to-have

• Investment and insurance industry knowledge are also strong assets.
• Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).

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 Details

Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform:

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-05-08

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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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