Financial Planning Specialist

Royal Bank of Canada • Calgary, AB

12d • Onsite

About The Position

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.

Requirements

• 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 – (planning software).
• Ability to work both as part of a team and independently

Nice To Haves

• Financial planning designation: CFP or RFP
• Investment and insurance industry knowledge are also strong assets

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed