Financial Planning SpecialistApply
Location: MONTRÉAL, Quebec, Canada
Time Type: Full time
Posted On: Posted 4 Days Ago
Application Deadline: November 30, 2024
Job Summary 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 of 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. Bilingualism (English and French) required, as you will regularly do business with partners across Canada.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? 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, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented.
Additional Job Details Address: 1 PLACE VILLE MARIE: MONTRÉAL
City: MONTRÉAL
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: ********
Application Deadline: ********
Inclusion 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.
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