Senior Financial Planner – Wealth & Retirement Strategies (Ontario)

Senior Financial Planner – Wealth & Retirement Strategies (Ontario)

06 Aug
|
RBC
|
Ontario

06 Aug

RBC

Ontario

RBC is seeking a Financial Planning Analyst within the Family Office Service team in Toronto to deliver comprehensive retirement and estate planning for high net-worth clients. You will develop and tailor the Compass financial plans and collaborate with planning specialists.
The role emphasizes tax, retirement, and estate strategies, leveraging advanced planning tools. Robust communication, teamwork, and ongoing professional development are essential for success.

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📌 Senior Financial Planner – Wealth & Retirement Strategies (Ontario)
🏢 RBC
📍 Ontario

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