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 Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: Job Type: Regular Pay Type: Salaried Posted Date: 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