RBC

Financial Planning Specialist

RBC

full-time

Posted on:

Location Type: Office

Location: Ottawa • Canada

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Salary

💰 CA$90,000 - CA$140,000 per year

About the role

  • 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

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
  • Ability to work both as part of a team and independently
  • Bilingualism in English and French is a nice-to-have
  • Investment and insurance industry knowledge are also strong assets
  • Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec)
Benefits
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation
  • Commissions
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningfinancial planninginvestment planningretirement planningrisk managementestate planninganalytical skillsjudgment skills
Soft Skills
effective communicationcollaborationcreativityinnovationteamworkindependence
Certifications
CACMACGACPACFPF. Pl.