Financial Planning Specialist

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

Job summary

Join a leading financial services team as a Financial Planning Specialist, where you'll create tailored financial plans for high net worth clients. This role involves collaboration with advisors, business development, and the opportunity to thrive in a dynamic environment focused on client success and community impact.

Benefits

Comprehensive Total Rewards Program

World-class training in financial services

Dynamic, collaborative team environment

Opportunity to make a lasting impact

Qualifications

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

Responsibilities

• Prepare comprehensive financial plans tailored to client needs.
• Collaborate with the Financial Planning Analyst team.
• Develop strong internal and external networks.

Skills

Communication

Analytical skills

Judgment skills

Proficiency in Microsoft Office

Financial planning software

Education

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

Tools

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 client 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 agreements, gift and charitable planning, etc.
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

1. Five years of experience in tax planning for high net worth clients.
2. Five years of relevant financial planning experience.
3. Professional designations in Accounting such as CA / CMA / CGA / 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.

What’s in it for you?

We thrive on challenges, progressive growth, and teamwork to deliver trusted advice that helps clients thrive and communities prosper. We value diversity, potential, making a difference, and mutual success.

• A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive pay, commissions, and stock options.
• World-class training in financial services.
• Work in a dynamic, collaborative, high-performing team.
• Opportunity to make a lasting impact.

Additional Job Details

• Location: RBC Centre, 155 Wellington St W, Toronto
• City: 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 equitable workplaces and supporting our diverse talent, clients, and communities. We strive to provide accessible recruitment processes and accommodations as needed.

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