financial planning specialist
Royal bank of Canada has released a notification in which they’re inviting candidates for the post of financial planning specialist. At this post, they’re required to prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning. Registration for this post has already started and it will end soon.
Employer Name: Royal Bank of Canada
Position: Financial planning specialist
No. of vacancies: 6
Salary: $75,324 per year
Employment Type: Full-time
Location: Ottawa, Nova Scotia, British Columbia in Canada
Also hiring: Warehouseperson
Job Description
- Candidates are appointed to simplify complex strategies to assist advisors.
- They’re appointed to work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.
- Candidates will have to promote and support a work environment that inspires innovation, creativity, collaboration and diversity.
- They’re appointed to develop strong internal and external networks and referral sources.
Job requirement
- Candidates must attain five years experience with tax planning for high net worth clients.
- They must attain five years of relevant experience in all aspects of financial planning.
- They must attain Effective communication skills both oral and written.
- Candidates must attain strong analytical and judgment skills.
- They must attain Microsoft Office and financial planning software such as Conquest or Naviplan.
- Candidates must attain the ability to work both as part of a team and independently.
Work setting
- Candidates must attain one or more of the following professional designations in Accounting: CA/CMA/CGA/CPA.
Benefits
- Candidates will get insurance benefits at this post.
- Bonuses and promotions are also allowed.
- Candidates will get routine medical checkups and health benefits.
- The candidate will get paid vacation facility.
How to apply
Candidates who are interested and eligible for this post are requested to click on the below and fill the application form. You just need to click on the link and let the application form open on your screen. Candidates will have to make sure to share genuine details in the application form.