Financial Planning Specialist
Job Summary
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.
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.
- Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).
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
Additional Job Details
Address :
RBC CENTRE, 155 WELLINGTON ST W : TORONTO
City : TORONTO
TORONTO
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Full time
Full time
Platform : Job Type :
Job Type : Regular
Regular
Pay Type : Salaried
Salaried
Posted Date : 2024-05-08
2024-05-08
Application Deadline :
2024-10-31
I nclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Financial Planning Specialist
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. Prepare comprehensive financial plans that meet clien...
Financial Planning Specialist
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. Prepare comprehensive financial plans that meet clien...
Senior Financial Analyst
Our client is looking for a Senior Financial Analyst to join their team in Edmonton. Prepare budgets and financial forecasts, along with monthly financial statements and reports. Provide strategic financial and cash flow guidance to the company’s principals and assist in the financial management of ...
Key Account Manager
Reporting to the Regional Sales Director, the Key Account Manager will be responsible for the implementation of the territorial sales plan to maximize sales volume and product distribution. Sell ALL Univins portfolio to a define list of regional key accounts, in both retail and on trade channels. De...
Senior Financial Analyst, Financial Planning & Analysis
LeverageTek is actively seeking a Senior Financial Analyst, Financial Planning & Analysis for a permanent role with its Ottawa/Gatineau based customer. Minimum 5+ years of relevant work experience in a Senior Financial Analyst, Financial Planning and Analysis role or similar capacity. Prepare variou...
Data Analyst & BI Specialist
Quickly understand business needs and translate them into data, develop and optimize logistics data dashboards and data analysis systems, support data-driven operations, and enhance business decision-making efficiency. Proficient in AWS cloud services and SQL, capable of extracting key results from ...
Business Analyst
We are currently looking for a Business Analyst who's looking to make an impact as part of a growing, award-winning organization. This is also a leadership role providing mentoring/support to IT professionals and business decision makers engaged in business requirements and workflow processes. Elici...
Business Analyst
We are seeking a highly skilled and experienced Business Analyst to join our team. The primary role of the Business Analyst is to work closely with cross-functional teams to gather and document requirements by actively participating in discussions with new and current partners. Minimum of 5 years of...
Senior Financial Analyst
Reporting to the Manager of Financial Reporting and Operations, the Senior Financial Analyst plays a vital role in ensuring the financial integrity and compliance of the Ministry's operations. Job Title: Senior Financial Analyst. This position is responsible for developing and implementing financial...
Security Analytics and Incident Response Analyst
We’re looking for a Security Analytics and Incident Response Analyst to join our team for a role to work remotely based in Canada. You have a passion for cyber security, especially within financial institutions. ...