Senior HNW Financial Planner & Strategy Lead (Ontario)

24 Sep

RBC

Ontario

24 Sep

RBC

Ontario

RBC is seeking a Financial Planning Specialist to partner with Wealth Management advisors, delivering customized financial plans to high net worth clients in RBC Wealth Management. You will help with business development, chance spotting and revenue generation.
Based in Toronto, you will tailor plans across tax, retirement, estate planning and investments while leveraging tools like Conquest or Naviplan. Strong communication and teamwork are essential for success.

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📌 Senior HNW Financial Planner & Strategy Lead (Ontario)
🏢 RBC
📍 Ontario

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