As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning. Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.

Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans. Promote and support a work environment that inspires innovation, creativity, collaboration and diversity. Develop strong internal and external networks and referral sources.

Five years experience with tax planning for high net worth clients. Five years of relevant experience in all aspects of financial planning. One or more of the following professional designations in Accounting: CA/CMA/CGA/CPA Microsoft Office and financial planning software such as Conquest or Naviplan.

Bilingualism in English and French Investment and insurance industry knowledge are also robust assets.

Certified Financial

Planners (CFP) designation. We thrive on the challenge to be our best, progressive thinking to keep growing,



and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable A world-class training program in financial services Employment Type: Full time Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #

📌 Financial Planning & Analysis Associate (Ontario)
🏢 RBC
📍 Ontario