Financial Planning Specialist
Royal Bank of Canada has announced the recruitment of candidates for the post of financial planning specialist. They’re looking for the most deserving and eligible candidates for 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. Eligible candidates can apply for this post now.
Employer Name: Royal Bank of Canada
Position: Financial planning specialist
Salary: $82,708 per year
Employment Type: Full-time
Location: Multiple locations in Canada
Job Description
- Candidates working at this post are required to simplify complex strategies to assist advisors working at this post.
- They’re also appointed at this post to work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.
- Candidates for this post are required to promote and support a work environment that inspires innovation, creativity, collaboration and diversity.
- They’re also appointed at this post to develop strong internal and external networks and referral sources
- Candidates at this post are required to personalize each financial plan to provide expert knowledge around issues affecting clients working at this post.
Job requirement
- They must acquire 5 years of experience with tax planning for high-net-worth clients. Furthermore, they must have dedicated 5 years of relevant experience in all aspects of financial planning to be eligible for this post.
- They must have designations like CA/CMA/CGA/CPA to be eligible for this post.
- Candidates must have effective communication skills both oral and written.
- They must have strong analytical and judgment skills to be eligible for this post.
- Candidates for this post must have Investment and insurance industry knowledge and acquire the Certified Financial Planners designation to be eligible for this post.
- They must have experience in Microsoft Office and financial planning software such as Conquest or Naviplan to be eligible for this post.
- Candidates must acquire the ability to work both as part of a team and independently to be eligible for this post.
How to apply
Candidates will just need to click on the link which is mentioned below and open the application form. Fill out the application form with the details asked in it and submit it. Candidates will have to make sure to share genuine information in the application form. Selectors of this recruitment will shortlist some of the best profiles who are eligible for this post. Selected candidates will be notified for further proceedings.
