Take your career further as a Financial Planner Specialist with RBC in Toronto. As a vital member of the Family Office Service, you will provide comprehensive financial planning focused on high net-worth clientele.
In this role, you will prepare thorough plans that include tax, retirement, and estate strategies using advanced tools. Working closely with other specialists, you will maintain service excellence while training peers. Your contributions will shape the financial wellbeing of our diverse clientele, making a significant impact.
Key Responsibilities:
• Craft comprehensive financial plans tailored for high net-worth clients
• Offer invaluable advice to enhance client finances
• Collaborate extensively with Financial Planning team members
• Keep current on financial planning regulations
• Facilitate training and development initiatives
Requirements:
• Bachelor’s degree in Finance or similar field
• Accredited CFP designation
• At least 5 years of financial planning experience
• Deep knowledge of Canadian Income Tax
• High-level proficiency in Microsoft Office
Leverage your financial acumen to support wealth management success at RBC in Toronto.
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📌 Financial Planner Specialist in Toronto
🏢 RBC
📍 Toronto