Financial Planning Specialist

RBC; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a dynamic team as a Financial Planning Specialist, where you will craft tailored financial plans for high net worth clients. This role emphasizes collaboration with advisors, innovative problem-solving, and the opportunity to make a significant impact on clients' financial well-being. You'll leverage your expertise in tax planning and financial strategies while working in a supportive environment that values diversity and creativity. With a commitment to professional growth and a comprehensive rewards program, this position offers a fulfilling career path in the financial services sector.

Benefits

Comprehensive Total Rewards Program

World-class training program

Dynamic and collaborative work environment

Opportunity to make a lasting impact

Qualifications

• 5+ years experience in tax planning for high net worth clients.
• Professional designation in Accounting required.

Responsibilities

• Prepare comprehensive financial plans tailored to client needs.
• Collaborate with Financial Planning Analyst team for plan preparation.

Skills

Tax Planning

Financial Planning

Analytical Skills

Communication Skills

Bilingualism (English and French)

Education

Professional Designation in Accounting (CA/CMA/CGA/CPA)

Certified Financial Planner (CFP)

Tools

Microsoft Office

Conquest

Naviplan

Job description

Job Summary

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?

• 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.

What do you need to succeed?

Must-have

• Five years experience with tax planning for high net worth clients.
• 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
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
• 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 Skills

Additional Job Details

Address: 1 PLACE VILLE MARIE: MONTRÉAL

City: MONTRÉAL

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-02-06

Application Deadline: 2025-02-20

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 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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