Financial Planning Specialist

0000050339 Royal Trust Corporation of Canada; London; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Financial Planning Specialist to join their RBC Family Office Services team. This role involves delivering customized financial plans to high net worth clients and assisting in business development. The ideal candidate will have extensive experience in tax planning and financial planning, along with relevant professional designations. Join a dynamic team that values innovation, collaboration, and diversity.

Benefits

Comprehensive Total Rewards Program with bonuses

Flexible benefits

Competitive pay

Stock options where applicable

Access to world-class training in financial services

Qualifications

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

Responsibilities

• Prepare comprehensive financial plans tailored to clients' specific needs.
• Collaborate with the Financial Planning Analyst team in preparing financial plans.
• Develop strong internal and external networks and referral sources.

Skills

Analytical skills

Communication skills

Teamwork

Education

Professional designations such as CA, CMA, CGA, or CPA

Tools

Microsoft Office

Financial planning software (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. You will also assist with business development, opportunity spotting, and revenue generation.

What will you do?

1. Prepare comprehensive financial plans tailored to clients' specific needs in areas such as financial, investment, retirement, tax, risk management, and estate planning.
2. Personalize each financial plan with expert knowledge on issues like holding companies, employee stock options, pension plans, retirement 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 encourages 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 of experience in tax planning for high net worth clients.
2. Five years of relevant experience in all aspects of financial planning.
3. Professional designations such as CA, CMA, CGA, or CPA.
4. Effective oral and written communication skills.
5. Strong analytical and judgment skills.
6. Proficiency in Microsoft Office and financial planning software like Conquest or Naviplan.
7. Ability to work independently and as part of a team.

Nice-to-have

1. Knowledge of investment and insurance industries is advantageous.

What’s in it for you?

We thrive on challenges, progressive growth, and working together to provide trusted advice that helps clients and communities prosper. We value each other, potential, community impact, and mutual success.

Benefits include a comprehensive Total Rewards Program with bonuses, flexible benefits, competitive pay, commissions, and stock options where applicable.

Access to world-class training in financial services, working in a dynamic, collaborative, and high-performing team environment.

Additional details

• Location: RBC Centre, 155 Wellington St W, Toronto
• Country: Canada
• Work hours: 37.5/week
• 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, committed to building inclusive teams and equitable workplaces. We support accessibility and accommodations during the recruitment process.

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