Financial specialist Jobs in Montreal, QC
Financial Planning Specialist
RBC - Royal BankMontreal, QC){kind=logo}
Senior Specialist, Financial Reporting
Canada Mortgage and Housing Corporation (CMHC)Montreal, QC- Promoted
Financial Controller
Fed Finance CanadaLongueuil, Québec, Canada
Senior Specialist, Financial Risk Oversight (Capital Markets)
CMHCMontreal, QC, CA
Regional Administrative Specialist, MD Financial Management - Montreal, QC
ScotiabankMontreal, QC, CA
Chief Financial Officer
Andy TransportMontreal, QC, CA
Financial Analyst
CAT incProvince of Quebec
Health Financial Specialist
AonMontreal, Quebec, Canada- Promoted
Financial Analyst
CAEMontreal
Senior Financial Analyst, Financial Information
TC TranscontinentalMontreal, Quebec
Financial Planner
BMOBMO,CoteDesNeiges&QueenMary,M
Financial Planning Specialist
Royal Bank of Canada>MONTRÉAL, Canada
Financial Analyst
Bausch & LombLaval, Canada
Financial Controller
Nuovo PhotographyMontreal, QC, CA
Financial Planning Specialist / Spécialiste en planification financière
0000050339 Royal Trust Corporation of CanadaMONTRÉAL, Quebec, Canada- Promoted
Senior Financial Analyst
Behaviour InteractiveMontreal, QC- Promoted
Financial accountant
Randstad CanadaSaint-Laurent, Quebec, CA
Financial Specialist
Intact Financial CorporationMontréal, Quebec, CAN
Financial Controller
Valsoft CorporationMontreal, QC, CA- Promoted
Financial Advisor
Laurentian BankBoucherville, Quebec, CanadaFinancial Planning Specialist
RBC - Royal BankMontreal, QCJob 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