Financial Planning Specialist

RBC - Royal Bank; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

RBC is seeking a Financial Planning Specialist to join its Family Office Services team. The role involves preparing tailored financial plans for High Net Worth clients, assisting with business development and revenue generation, and collaborating with a team of analysts. Ideal candidates will have substantial experience in financial planning and relevant accounting designations. This position offers a dynamic work environment with opportunities for growth and a robust rewards program.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Flexible benefits

Dynamic and collaborative team

Competitive compensation

Qualifications

• Five years experience with tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• Effective communication skills both oral and written.

Responsibilities

• Prepare comprehensive financial plans for High Net Worth clients.
• Work collaboratively with the Financial Planning Analyst team.
• Develop strong internal and external networks and referral sources.

Skills

Cash Management

Competitive Markets

Consulting

Customer Service

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Risk Management

Results-Oriented

Education

CA / CMA / CGA / CPA

Tools

Microsoft Office

Conquest

Naviplan

Job description

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.

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, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

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