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About the Role

As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.

Responsibilities

• Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, and risk management 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
• Deliver presentations to Advisors and clients
• Provide ongoing coaching to the Financial Planning Analysts assisting 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

Requirements

• Effective communication skills both oral and written
• Ten years of relevant experience in all aspects of financial planning
• Complex financial planning experience
• Strong analytical and judgment skills.
• Computer skills : Microsoft Office Suite, and Financial Planning Software (preferably NaviPlan).
• Ability to work both as part of a team and independently

Skills

• Investment and insurance industry knowledge

Location

• Toronto, Canada

Work Type

• Full time

Experience Level

• Ten years of relevant experience

Education Level

• Professional designation such as CA, CPA, CGA, LLB, CMA or Master's in Tax (MTax)

Salary/Compensations

• $90,000.00 - $140,000.00

Benefits

• 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

About the Company

• 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.
• At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Equal Opportunity

• RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.