Financial Planning Specialist

0000050599 RBC Dominion Securities Inc.; Vancouver; On-site; CAD 80,000 - 140,000; Full time

Job summary

A leading financial services provider is seeking a Financial Planning Specialist to join their Family Office Services team. This role involves delivering customized financial plans to High Net Worth clients, assisting with business development, and promoting a collaborative work environment. Ideal candidates will have a strong background in financial planning and tax strategies, with a professional accounting designation.

Benefits

Bonuses

Flexible benefits

Competitive compensation

Commissions

Stock options

Qualifications

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

Responsibilities

• Prepare comprehensive financial plans tailored to clients' specific needs.
• Collaborate with the Financial Planning Analyst team in preparing financial plans.

Skills

Communication

Analytical Skills

Judgment Skills

Education

Professional accounting designation (CA, CMA, CGA, CPA)

Tools

Microsoft Office

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.

Key Responsibilities:

1. Prepare comprehensive financial plans tailored to clients' specific needs in areas such as financial, investment, retirement, tax, risk management, and estate planning.
2. Personalize each financial plan, providing expert insights on issues like holding companies, employee stock options, pension plans, retirement agreements, gift and charitable planning.
3. Simplify complex strategies to assist advisors.
4. Collaborate with the Financial Planning Analyst team in preparing financial plans.
5. Promote a work environment that fosters innovation, creativity, collaboration, and diversity.
6. Develop strong internal and external networks and referral sources.

Minimum Requirements:

1. At least five years of experience in tax planning for high net worth clients.
2. At least five years of relevant experience in all aspects of financial planning.
3. Professional accounting designation such as CA, CMA, CGA, or CPA.
4. Effective oral and written communication skills.
5. Strong analytical and judgment skills.
6. Proficiency with Microsoft Office and financial planning software like Conquest or Naviplan.
7. Ability to work independently and as part of a team.

Preferred Skills:

• Knowledge of investment and insurance industries is advantageous.

What’s in it for you?

We offer a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable. You will receive world-class training, work within a dynamic and collaborative team, and have the chance to make a lasting impact. The base salary range is $80,000-$140,000, with potential bonuses based on performance.

Additional Details:

• Location: Vancouver, Canada
• Work hours: 37.5/week
• Employment Type: Full-time
• Platform: Wealth Management
• Posted Date: 2024-04-16
• Application Deadline: 2024-07-02

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 for candidates with disabilities.

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