Toronto Financial Planning Specialist

Position: Toronto Financial Planning Specialist Role
Location: Halifax Regional Municipality

Play a pivotal role in RBC's Family Office Services as a Financial Planning Specialist in Toronto. Provide expert financial planning tailored for High Net Worth clients while driving business success.

In your full-time position, you will create comprehensive financial plans that cover investment, tax, risk management, and estate planning. Collaborate closely with advisors and Financial Planning Analysts to deliver effective strategies simplifying complex requirements. Your contributions will support innovative practices and foster strong networks crucial for business development.

Key Responsibilities:

• Develop personalized financial plans for HNW clients

• Collaborate with advisors to clarify complex financial issues

• Support Financial Planning Analysts in plan preparation

• Enhance network connections to facilitate referrals

• Contribute to a diverse and innovative workplace culture

Requirements:

• At least five years of tax planning experience

• Broad experience in financial planning processes

• Relevant professional accounting designations

• Strong communication and analytical capabilities

• Competence in Microsoft Office and planning software

Bring your financial acumen to RBC and help clients thrive while contributing to impactful community initiatives.
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