RBC in Toronto is seeking a Financial Planning Specialist to partner with our advisors in delivering comprehensive, customized financial plans to high net worth clients within RBC Wealth Management. You will also assist with business development, prospect spotting and revenue generation.
The role requires five years of tax planning for HNW clients and broad financial planning experience, with CPA/CA/CMA/CGA designations preferred.
📌 Senior Financial Planning Specialist for HNW Wealth & Tax (Toronto)
🏢 RBC
📍 Toronto