Hirejobs Canada
Register
Auckland Jobs
Canterbury Jobs
Northland Jobs
Otago Jobs
Southland Jobs
Tasman Jobs
Wellington Jobs
West Coast Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial Planning Specialist - Jobs in London

RBC
Job LocationLondon
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeContract

Job Description

Job SummaryWhat is the opportunityAs an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do

  • Prepare comprehensive financial plans that meet client #39;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.
What do you need to succeedMust-have
  • 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.
Nice-to-have
  • Investment and insurance industry knowledge are also strong assets.
  • Certified Financial Planners (CFP) designation (Financial Planner (F. Pl.) designation for Quebec).
What #39;s in it for youWe thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • 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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Ability to make a difference and lasting impact
Job SkillsAdditional Job DetailsAddress:148 FULLARTON ST:LONDONCity:LONDONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2023-12-06Application Deadline:2024-01-02Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

APPLY NOW

Financial Planning Specialist Related Jobs

© 2021 HireJobsCanada All Rights Reserved