Financial Planning Specialist
Description
As a Financial Planning Specialist on the RBC Family Office Services team, you will collaborate with advisors to provide comprehensive, customized financial plans for High Net Worth (HNW) clients of RBC Wealth Management. This includes expertise in financial, investment, retirement, tax, risk management, and estate planning. The role also involves actively participating in business development, identifying new opportunities, and contributing to revenue growth.
What We're Looking For
Prepare comprehensive financial plans tailored to clients' specific needs across various financial domains.,Personalize financial plans by offering expert knowledge on complex issues like holding companies, employee stock options, individual pension plans, retirement compensation agreements, and charitable planning.,Simplify intricate financial strategies to effectively assist advisors.,Work collaboratively with the Financial Planning Analyst team during the planning process.,Foster and support a work environment that encourages innovation, creativity, collaboration, and diversity.,Cultivate strong internal and external networks and develop referral sources.
Ideal Candidate
One or more professional accounting designations: CA/CMA/CGA/CPA,Certified Financial Planners (CFP) designation (or F. Pl. for Quebec) (nice-to-have)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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