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Financial specialist Jobs in Laval qc

Last updated: 5 days ago
Financial Planning Specialist

Financial Planning Specialist

RBC - Royal BankMontreal, QC
CA$46.00 hourly
Show moreLast updated: 30+ days ago
Senior Specialist, Financial Reporting

Senior Specialist, Financial Reporting

Canada Mortgage and Housing Corporation (CMHC)Montreal, QC
CA$99,646.37–CA$124,557.97 yearly
Show moreLast updated: 30+ days ago
Senior Specialist, Financial Risk Oversight (Capital Markets)

Senior Specialist, Financial Risk Oversight (Capital Markets)

CMHCMontreal, QC, CA
CA$99,646.37–CA$124,557.97 yearly
Full-time +1
Show moreLast updated: 30+ days ago
Regional Administrative Specialist, MD Financial Management - Montreal, QC

Regional Administrative Specialist, MD Financial Management - Montreal, QC

ScotiabankMontreal, QC, CA
Full-time
Show moreLast updated: 26 days ago
Chief Financial Officer

Chief Financial Officer

Andy TransportMontreal, QC, CA
Full-time +1
Quick Apply
Show moreLast updated: 26 days ago
Health Financial Specialist

Health Financial Specialist

AonMontreal, Quebec, Canada
CA$35.00 hourly
Show moreLast updated: 30+ days ago
  • Promoted
Financial Controller

Financial Controller

Fed FinanceAnjou, QC, Canada
Full-time
Show moreLast updated: 12 days ago
  • Promoted
Financial Analyst

Financial Analyst

CAEMontreal
CA$100,000.00–CA$115,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
Financial Planning Specialist

Financial Planning Specialist

Royal Bank of Canada>MONTRÉAL, Canada
Full-time
Show moreLast updated: 7 days ago
Financial Controller

Financial Controller

Nuovo PhotographyMontreal, QC, CA
Full-time
Quick Apply
Show moreLast updated: 26 days ago
Financial Planning Specialist / Spécialiste en planification financière

Financial Planning Specialist / Spécialiste en planification financière

0000050339 Royal Trust Corporation of CanadaMONTRÉAL, Quebec, Canada
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

Behaviour InteractiveMontreal, QC
Show moreLast updated: 30+ days ago
  • Promoted
Financial accountant

Financial accountant

Randstad CanadaSaint-Laurent, Quebec, CA
Permanent
Quick Apply
Show moreLast updated: 26 days ago
Financial Specialist

Financial Specialist

Intact Financial CorporationMontréal, Quebec, CAN
CA$46.00 hourly
Full-time
Show moreLast updated: 30+ days ago
Financial Controller

Financial Controller

Valsoft CorporationMontreal, QC, CA
Full-time
Quick Apply
Show moreLast updated: 5 days ago
  • Promoted
Financial Service Administrator

Financial Service Administrator

Canadian Armed ForcesTerrebonne, QC, Canada
Full-time
Show moreLast updated: 19 days ago
  • Promoted
SAP Financial Consultant

SAP Financial Consultant

PrecisionERP IncorporatedMontreal, Quebec, Canada
Permanent
Show moreLast updated: 13 days ago
Financial Controller

Financial Controller

Moment FactoryMontréal, Québec
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Show moreLast updated: 30+ days ago
  • Promoted
Financial Planner

Financial Planner

National BankMontreal, QC, Canada
Full-time
Show moreLast updated: 26 days ago
  • Promoted
Financial Controller

Financial Controller

Fed Finance CanadaMontréal, Quebec, Canada
Permanent
Show moreLast updated: 30+ days ago
Financial Planning Specialist

Financial Planning Specialist

RBC - Royal BankMontreal, QC
30+ days ago
Salary
CA$46.00 hourly
Job description

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