Description
As a Financial Planning Specialist at RBC, you will work with Advisors to deliver customized advice and financial planning to High Net Worth clients.
Your responsibilities include:
- Preparing comprehensive financial plans for clients
- Personalizing financial plans to address client-specific issues
- Simplifying complex strategies for Advisors
- Delivering presentations to Advisors and clients
- Providing coaching to Financial Planning Analysts
- Promoting a work environment that encourages innovation and collaboration
- Developing internal and external networks and referral sources
To succeed in this role, you will need:
- Effective communication skills
- Ten years of experience in financial planning
- A professional designation such as CA, CGA, LLB, or CMA
- Experience with complex financial planning
- Strong analytical and judgment skills
- Proficiency in Microsoft Office and financial planning software
- Ability to work independently and as part of a team
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, and stock where applicable.
Our workplace culture values diversity, inclusion, and respect, and we strive to create an environment where employees can grow professionally and make a positive impact.