Full-Time

Hybrid

RBC Brewin Dolphin – Wealth Paraplanner

RRoyal Bank of Canada 73 Main St, Cambridge, ON0

Description

This opportunity involves joining RBC Wealth Management Europe, specifically within the RBC Brewin Dolphin team in Cambridge. The role focuses on providing comprehensive wealth management capabilities to private clients. The Wealth Paraplanner will analyze client needs, construct financial solutions for advisors, and deliver high-quality technical support to wealth managers and clients. This position also involves guiding junior team members and supporting senior staff.

What We're Looking For

Prepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers.,Support the preparation of client review and new client meetings.,Conduct research and analysis across investments, pensions, protection, and tax planning strategies.,Review client portfolios, ensuring recommendations align with objectives, risk tolerance, and compliance requirements.,Liaise with Wealth Managers, Administrators, and product providers for smooth advice delivery and implementation.,Maintain accurate client records and support the ongoing development of advice processes.,Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent as a minimum, and ideally working towards CII Level 6 or equivalent.,Previous experience as a Paraplanner.,Strong understanding of financial planning principles, tax wrappers, pensions, and investments.,Confident using financial planning software.

Ideal Candidate

CII Level 4 Diploma in Regulated Financial Planning or equivalent (minimum).,Working towards CII Level 6 Diploma in Regulated Financial Planning or equivalent (ideal).

Minimum Education

Diploma

Hard Skills

Financial planning software

Investment analysis

Pension planning

Tax planning strategies

Portfolio review

Soft Skills

Attention to detail

Communication skills

Relationship building

Organized

Proactive

Multi-priority management

Collaborative

Work Hours

35 hours/week

Benefits

Development support through coaching and managing opportunities

Opportunities to work with industry best

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team.

Special Commitments

Flexibility to work up to 1 day per week remotely, with the expectation that employees will primarily work in the office.

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.

Purpose-driven

Inclusive

Innovative