Financial Planning Specialist

RBC; North Bay; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial services team as a Financial Planning Specialist, where you'll craft tailored financial plans for high net worth clients. This role emphasizes collaboration with advisors and analysts, ensuring clients receive comprehensive support in investment, tax, and estate planning. You'll leverage your expertise to simplify complex financial strategies, driving business development and fostering strong networks. With a commitment to diversity and innovation, this dynamic environment offers you the chance to make a meaningful impact while enjoying competitive rewards and a supportive team culture.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

World-class training program

Dynamic team environment

Qualifications

• 5+ years of experience in tax planning for high net worth clients.
• Strong background in all aspects of financial planning.

Responsibilities

• Prepare comprehensive financial plans tailored to client needs.
• Collaborate with analysts to develop effective financial strategies.

Skills

Tax Planning

Financial Planning

Communication Skills

Analytical Skills

Microsoft Office

Client Counseling

Investment Management

Customer Service

Education

CA/CMA/CGA/CPA

CFP designation

Tools

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
• 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

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, 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:

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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