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 seeks a Financial Planning Specialist to deliver customized financial plans for high net worth clients. The ideal candidate will have extensive experience in tax planning and financial strategy, alongside relevant professional certifications. Enjoy a dynamic work environment with opportunities for innovation and collaboration, along with a competitive rewards program.

Benefits

Comprehensive Total Rewards Program

Dynamic work environment

Growth and innovation opportunities

Qualifications

• Five years of experience in tax planning for high net worth clients.
• Five years of relevant financial planning experience.
• Certified Financial Planner (CFP) designation is a plus.

Responsibilities

• Prepare comprehensive financial plans tailored to clients' needs.
• Personalize financial plans and provide expert advice.
• Collaborate with the Financial Planning Analyst team.

Skills

Tax planning for high net worth clients

Financial planning experience

Effective oral communication

Effective written communication

Analytical skills

Proficient in Microsoft Office

Proficient in financial planning software

Education

Professional accounting designations (CA, CMA, CGA, CPA)

Tools

Microsoft Office

Conquest

Naviplan

Job description

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. 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, providing expert advice on issues like holding companies, employee stock options, pension plans, retirement compensation, and charitable planning.
3. Simplify complex strategies to support advisors.
4. Collaborate with the Financial Planning Analyst team in preparing financial plans.
5. Promote 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 financial planning experience.
• Professional accounting designations 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.
• Certified Financial Planner (CFP) designation or equivalent for Quebec.

What’s in it for you?

Join a team that values growth, innovation, and collaboration. We offer a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive salary, commissions, and stock options where applicable. Benefit from world-class training, work in a dynamic environment, and make a 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

Applications will be accepted until 11:59 PM on the day prior to the deadline date.

Inclusion and Equal Opportunity Employment

RBC is committed to diversity and inclusion, fostering a workplace where all employees feel supported, respected, and valued. We believe that diverse perspectives drive our success and innovation.

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