puestos de Accounting en Alemania

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. As a valued partner, you will also assist with business development, opportunity spotting, and revenue generation.

1. Prepare comprehensive financial plans that meet clients' specific needs in financial, investment, retirement, tax, risk management, and estate planning.
2. Personalize each financial plan to provide expert knowledge on issues affecting clients, such as holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
3. Simplify complex strategies to assist advisors.
4. Collaborate with the Financial Planning Analyst team in the preparation of financial plans.
5. Promote and support a work environment that encourages innovation, creativity, collaboration, and diversity.
6. Develop strong internal and external networks and referral sources.

• Five years of experience with tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• One or more professional designations in Accounting: CA / CMA / CGA / CPA.
• Effective communication skills, both oral and written.
• Strong analytical and judgment skills.
• Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan.
• Ability to work both independently and as part of a team.

• Knowledge of investment and insurance industries.

We thrive on the challenge to be our best, embrace progressive thinking, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference, and achieving mutual success.

A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable.

A world-class training program in financial services.

Work in a dynamic, collaborative, progressive, and high-performing team.

• Address: RBC CENTRE, 155 WELLINGTON ST W, TORONTO
• City: TORONTO
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full-time
• Posted Date: 2024-05-08
• Application Deadline: 2024-10-31

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace where employees can bring their true selves to work. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We strive to provide accessible recruitment experiences for candidates with different abilities. Please inform us if you require accommodations during the process.

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