Elevate your career at RBC as a Financial Planning Specialist, delivering customized financial plans for High Net Worth clients. Collaborate with Advisors and contribute to business development and revenue generation.
As a member of the Wealth Management Services team, your expertise in financial planning will be crucial. You'll craft personalized financial strategies addressing client needs in investment, retirement, and risk management. Your role also includes simplifying complex strategies, coaching Financial Planning Analysts, and nurturing solid networks.
Key Responsibilities:
• Prepare comprehensive financial plans tailored to client needs
• Personalize strategies around holding companies and pension plans
• Deliver presentations to Advisors and clients
• Provide coaching to Financial Planning Analysts
• Promote an innovative and diverse work culture
Requirements:
• 10 years of relevant financial planning experience
• Professional designations: CA, CPA, or Master’s in Tax
• Strong analytical skills and judgment
• Proficiency in Microsoft Office and financial software
• Ability to work independently and in a team
Utilize your financial planning expertise to support HNW clients at RBC and make a lasting impact in Toronto.
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