Financial Planning Specialist

Royal Bank of Canada; Timmins; On-site; CAD 75,000 - 90,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Financial Planning Specialist to work collaboratively with advisors in delivering tailored financial plans for high net worth clients. Candidates should have a strong background in tax planning and financial planning, along with relevant professional designations. This position offers opportunities for growth and a comprehensive rewards program including competitive salary and benefits.

Benefits

Comprehensive Total Rewards Program

World-class training in financial services

Impactful team environment

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 for clients' specific needs.
• Personalize each financial plan to address complex issues.
• Collaborate with the Financial Planning Analyst team on plans.

Skills

Tax planning

Financial planning

Communication skills

Analytical skills

Microsoft Office

Financial planning software

Education

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

Tools

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. What will you do?

• Prepare comprehensive financial plans that meet clients' specific needs in financial, investment, retirement, tax, risk management, and estate planning.
• Personalize each financial plan to address issues such as holding companies, employee stock options, individual pension plans, retirement compensation, gift, and charitable planning.
• Simplify complex strategies to assist advisors.
• Collaborate with the Financial Planning Analyst team in preparing financial plans.
• Promote a work environment that encourages innovation, creativity, collaboration, and diversity.
• Develop strong internal and external networks and referral sources.

What do you need to succeed? Must-have

• Five years of experience in tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• 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

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

What’s in it for you?

We thrive on challenges, progressive thinking, and teamwork to deliver trusted advice that helps our clients and communities prosper. We value diversity, growth, and mutual success.

• Comprehensive Total Rewards Program including bonuses, benefits, competitive salary, commissions, and stock options where applicable.
• World-class training in financial services.
• Work in a dynamic, collaborative, and high-performing team.
• Make a meaningful and lasting impact.

Job Skills: Cash Management, Client Counseling, Market Competitiveness, Customer Service, Decision Making, Investment Management, 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 before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion to foster innovation and growth. We are committed to building inclusive teams and equitable workplaces. We also strive to accommodate candidates with different abilities during the recruitment process. Please inform us if you need accommodations.

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