Financial Planning Specialist

0000050339 Royal Trust Corporation of Canada; Vancouver; On-site; CAD 70,000 - 100,000; Full time

Job summary

RBC Royal Trust is seeking a Financial Planning Specialist to join its Family Office Services team. The successful candidate will prepare customized financial plans for High Net Worth clients and work collaboratively to generate revenue while supporting business development efforts. This full-time role offers a competitive salary and comprehensive rewards package, aiming for candidates with substantial financial planning experience and strong analytical skills.

Benefits

Comprehensive Total Rewards Program

Competitve salary, commissions, and stock options

World-class training in financial services

Dynamic, collaborative team environment

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 clients' needs.
• Collaborate with the Financial Planning Analyst team in preparing plans.
• Assist with business development and revenue generation.

Skills

Analytical skills

Communication skills

Judgment skills

Proficiency in financial planning software

Education

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

Certified Financial Planner (CFP)

Tools

Microsoft Office

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 tailored to clients' needs in areas such as financial, investment, retirement, tax, risk management, and estate planning.
• Personalize each financial plan, providing expert guidance on issues like holding companies, employee stock options, pension plans, retirement agreements, 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 fosters 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 financial planning experience.
• Professional designations in Accounting such as CA / CMA / CGA / 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 collaboration 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.
• World-class training in financial services.
• Work in a dynamic, collaborative, and high-performing team.

Ability to make a difference and lasting impact

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, building equitable workplaces and supporting candidates with accommodations during recruitment.

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