Role Overview
As an integral member of the RBC Family Office Services team, the Financial Planning Specialist will work with advisors to deliver comprehensive financial plans to High Net Worth clients. The role involves business development, opportunity spotting, and revenue generation.
What You Will Do
Prepare comprehensive financial plans, personalize each plan to meet client needs, simplify complex strategies, and work collaboratively with the Financial Planning Analyst team.
Why It Might Be a Fit
The ideal candidate will have five years of experience in tax planning for high net worth clients, relevant experience in all aspects of financial planning, and professional designations in Accounting. Strong analytical and judgment skills, effective communication skills, and proficiency in Microsoft Office and financial planning software are also required.
Requirements
- 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
Benefits
- Comprehensive Total Rewards Program
- Bonuses
- Flexible benefits
- Competitive compensation
- Commissions
- Stock where applicable
- World-class training program in financial services
- Ability to make a difference and lasting impact
To apply for this job please visit rbc.wd3.myworkdayjobs.com.
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