Financial Planning Specialist, HNW & Tax Strategy

RBC; Timmins; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Planning Specialist to develop customized financial plans for high net worth clients. Responsibilities include preparing financial strategies, ensuring comprehensive coverage of financial needs, and collaborating with a dynamic team. Ideal candidates will have significant experience in tax planning and financial services, possess relevant professional designations, and demonstrate effective communication skills. This full-time position offers competitive compensation and a collaborative work environment.

Benefits

Comprehensive Total Rewards Program

World-class training program

Dynamic and collaborative team environment

Qualifications

• 5 years of experience with tax planning for high net worth clients.
• 5 years of relevant experience in all aspects of financial planning.
• Strong knowledge in investment and insurance industry is a plus.

Responsibilities

• Prepare comprehensive financial plans for clients.
• Personalize financial plans based on specific client needs.
• Collaborate with Financial Planning Analysts.

Skills

Tax planning for high net worth clients

Financial planning

Effective communication skills

Analytical and judgment skills

Team collaboration

Education

Professional designations in Accounting: CA/CMA/CGA/CPA

Certified Financial Planner (CFP)

Tools

Microsoft Office

Financial planning software (Conquest or Naviplan)

Job description

A leading Canadian bank is seeking a Financial Planning Specialist to develop customized financial plans for high net worth clients. Responsibilities include preparing financial strategies, ensuring comprehensive coverage of financial needs, and collaborating with a dynamic team. Ideal candidates will have significant experience in tax planning and financial services, possess relevant professional designations, and demonstrate effective communication skills. This full-time position offers competitive compensation and a collaborative work environment.