Description
As a Financial Planning Specialist at RBC, you will work with Advisors to deliver high-value customized advice and financial planning to High Net Worth clients.
Your responsibilities include:
- Preparing comprehensive financial plans that meet client's specific needs
- Personalizing each financial plan to provide expert knowledge around issues affecting clients
- Simplifying complex strategies to assist Advisors
- Delivering presentations to Advisors and clients
- Providing ongoing coaching to Financial Planning Analysts
- Promoting and supporting a work environment that inspires innovation, creativity, collaboration, and diversity
- Developing strong internal and external networks and referral sources
To succeed in this role, you will need:
- Effective communication skills, both oral and written
- Ten years of relevant experience in all aspects of financial planning
- Professional designation such as CA, CGA, LLB, or CMA
- Complex financial planning experience
- Strong analytical and judgment skills
- Computer skills: Microsoft Office, Naviplan Extended, or CCH
- Ability to work both as part of a team and independently
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Our workplace is guided by living shared values of Client First, Integrity, Collaboration, Respect, and Excellence.
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