Base: not specified; bonus/equity: bonuses, commis...
Effective oral and written communication
Complex financial planning experience
Strong analytical and judgment skills
As a Financial Planning Specialist, you will prepare comprehensive financial plans tailored to client needs and deliver expert advice on complex financial issues
Job Summary
As a Financial Planning Specialist, you will prepare comprehensive financial plans tailored to client needs and deliver expert advice on complex financial issues.
The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
RBC fosters an inclusive workplace culture based on shared values, supporting employee growth, collaboration, and innovation to create value for clients and communities.
Matching Summary
As a Financial Planning Specialist, you will prepare comprehensive financial plans tailored to client needs and deliver expert advice on complex financial issues.
Salary
Base: Not specified; Bonus/Equity: Bonuses, commissions, stock where applicable; Benefits: Flexible benefits and comprehensive Total Rewards Program
Skills & Requirements
Must-have
Effective oral and written communication
Complex financial planning experience
Strong analytical and judgment skills
Proficient in Microsoft Office
Experience with Naviplan Extended or CCH software
Ability to work independently and in teams
Nice-to-have
Financial planning designation CFP or RFP
Investment and insurance industry knowledge
Promote innovation and collaboration
Develop internal and external networks
Key Requirements
Ten years of relevant financial planning experience
Professional designation such as CA, CGA, LLB, or CMA
Financial planning designation CFP or RFP (nice-to-have)
Knowledge of investment and insurance industry (nice-to-have)