Financial Planning Specialist (RBC Wealth Management)

Toronto, Ontario, Canada
Competitive salary
16 Sep 2020
18 Sep 2020
What is the opportunity?

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 Wealth Management (Canada). As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.

NOTE: This position is located in TORONTO (Greater Toronto Area)

What will you do?
  • 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

  • What do you need to succeed?

  • Effective communication Skills in Cantonese/Mandarin and English, both oral and written
  • Ten years of relevant experience in all aspects of financial planning
  • Complex financial planning experience
  • Strong analytical and judgment skills.
  • Ability to work both as part of a team and independently

  • Nice-to-have:
  • Professional designation such as CA, CGA, CMA and/or LL.B.
  • Investment and insurance industry knowledge are also strong assets
  • Computer skills : Microsoft Office, "Naviplan Extended" or CCH - (planning software).

  • What's in it for you?

    We 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, flexible benefits, and competitive compensation
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team

  • About RBC
    Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit .

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    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


    City: Toronto
    Address: Greater Toronto Area
    Work Hours/Week: 37.5
    Work Environment: Office
    Employment Type: Permanent
    Career Level: Experienced Hire/Professional
    Pay Type: Salary + Variable Bonus
    Required Travel (%): 0-25
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 09/30/2020
    Req ID: 270518

    Posting Notes: None

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