Financial Planning Specialist

Royal Bank of Canada; London; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading financial services organization in Ontario is seeking a Financial Planning Specialist to develop comprehensive financial plans for High Net Worth clients. You will work closely with advisors and collaborate with teams to drive business development. Ideal candidates have over five years of financial planning experience and relevant accounting designations. This position offers competitive compensation, world-class training, and a dynamic work environment.

Benefits

Competitive salary

Bonuses

Flexible benefits

Stock options

World-class training

Qualifications

• At least five years of experience in tax planning for high net worth clients.
• At least five years of relevant financial planning experience.
• Ability to work independently and as part of a team.

Responsibilities

• Preparing comprehensive financial plans tailored to clients' needs.
• Collaborating with the Financial Planning Analyst team.
• Promoting a work environment that fosters innovation and diversity.

Skills

Tax planning for high net worth clients

Financial planning experience

Effective communication skills

Strong analytical and judgment skills

Proficiency in Microsoft Office

Education

Professional designations in Accounting (CA, CMA, CGA, CPA)

Tools

Financial planning software (Conquest, Naviplan)

Job description

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. You will also assist with business development, opportunity spotting, and revenue generation.

Responsibilities include:

• Preparing comprehensive financial plans tailored to clients' needs in areas such as financial, investment, retirement, tax, risk management, and estate planning.
• Personalizing financial plans to address issues like holding companies, employee stock options, pension plans, retirement agreements, and charitable planning.
• Simplifying complex strategies for advisors.
• Collaborating with the Financial Planning Analyst team in plan preparation.
• Promoting a work environment that fosters innovation, creativity, collaboration, and diversity.
• Building internal and external networks and referral sources.

Minimum requirements to succeed:

• At least five years of experience in tax planning for high net worth clients.
• At least five years of relevant financial planning experience.
• Professional designations in Accounting 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 skills:

• Knowledge of investment and insurance industries.
• Certified Financial Planner (CFP) designation or equivalent.

What’s in it for you?

We offer a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive salary, commissions, and stock options where applicable. You will receive world-class training, work in a dynamic and collaborative team, and have the opportunity to make a meaningful impact.

Job Skills: Cash Management, Client Counseling, Competitive Markets, Customer Service, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented.

Additional 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 accepted until 11:59 PM the day prior to the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion, committed to building equitable workplaces and supporting our diverse talent, clients, and communities. We also aim to provide accessible recruitment processes for candidates with different abilities. Please inform us if accommodations are needed.

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