REQUIRED QUALIFICATIONS*

• Bachelor’s Degree
• Minimum 8 years of financial planning or related experience
• Minimum 8 years of experience within Banking, Brokerage, or Insurance culture
• CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment
• CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment

ADDITIONAL QUALIFICATIONS

• Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful
• Ability to travel up to 20%
• Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts
• Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like
• Demonstrable proficiency in Salesforce
• Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner
• Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning
• Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.)
• Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.
• Presentation skills
• Outstanding written and verbal communication skills
• Outstanding Word, Excel, and PowerPoint creation abilities

ABOUT US

Since day one we’ve always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

• Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client’s current situation, identify future life-changing events, understand client’s family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and objectives to provide solutions to meet their needs.
• Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients.
• Submit for peer review all client-facing custom designed output.
• Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE).
• Peer review client-facing custom designed output from other Sr. Wealth Strategist.
• Participate in routine third-party audits of all material subject to peer review.
• Partner with Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality.
• Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients.
• Keep abreast of legislative and tax changes.
• Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the Strategy team.
• Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships.
• Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business.
• Cultivate and maintain relationships with COI’s directly and in partnership with colleagues.
• Participate in client and community events.
• Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience.
• Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients.
• Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR’s clients, prospects, and COIs.