Search jobs > Vancouver, BC > Financial specialist

Financial Planning Specialist

0000050599 RBC Dominion Securities Inc.
VANCOUVER, British Columbia, Canada
$80K-$140K a year
Full-time

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

The expected base salary range for this particular position is $80,000- $140,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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 :

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W : VANCOUVER

City : VANCOUVER

VANCOUVER

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform : Wealth Management

Wealth Management

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-04-16

2024-04-16

Application Deadline :

2024-07-02

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.

30+ days ago
Related jobs
0000050599 RBC Dominion Securities Inc.
Vancouver, British Columbia

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...

Promoted
The Mason Group Inc
Vancouver, British Columbia

Senior Accountant, Financial Reporting – Location Sunshine Coast. ...

Promoted
Swim Recruiting
Vancouver, British Columbia

The Senior Financial Analyst will be responsible for overseeing financial planning and analysis for a leading professional association and its related entities. In this role, you will develop financial reports, identify process improvement opportunities, and implement tools and processes to enhance ...

Promoted
Burke Recruiting Inc.
Vancouver, British Columbia

Our growing downtown client is looking to add a Senior Accountant to their team. ...

Promoted
Horizon Recruitment Inc.
Vancouver, British Columbia

North America and Europe to seek a detail-oriented and analytical .This role will focus on providing support to a division that focuses on hospitality.Leading a small team, your work will funnel up to the corporate level where it gets consolidated.Manage the period-end and year-end closing proc...

Promoted
BC Public Service
Burnaby, British Columbia

The Senior Financial Analyst, Leases is responsible for compiling and interpreting monthly lease financial results and comparing with the budget allocation to propose recommendations on the financial implications of negotiated lease terms and rates. FO 24R - Senior Financial Analyst, Leases. The Fin...

Promoted
MountainCrest Personnel Inc.
Vancouver, British Columbia

Financial Controller / Accountant:  Harvey 2625                                . ...

Promoted
Equest
Richmond, British Columbia

Senior Account Manager, Group Benefits. Minimum of 4 years of experience in the health benefits industry as an account manager. You're a master time manager, who can multi-task with the best of them, plus you demonstrate confidentiality and discretion. Support Group Benefit Consultants in effectivel...

Promoted
Scout Talent
Burnaby, British Columbia

Senior Accountant / Financial Controller. ...

Mainstreet Equity Corp
Surrey, British Columbia

Education: Secondary (high) school graduation certificate.Experience: 1 year to less than 2 years.Inspect buildings and outside areas to detect signs of infestation.Determine type of treatment required.Place and set traps to capture and remove animals.Install animal control barriers to keep animals ...