Financial Planning Specialist

Overview

As an integral member of the RBC Family Office Services team, the Financial Planning Specialist works with advisors to deliver comprehensive, customized financial plans to high net‑worth clients.

• Prepare comprehensive financial plans covering financial, investment, retirement, tax, risk management, and estate planning.
• Personalize plans around client‑specific issues such as holding companies, employee stock options, pension plans, retirement compensation agreements, and charitable planning.
• Simplify complex strategies to assist advisors.
• Collaborate with the Financial Planning Analyst team in plan preparation.
• Develop strong internal and external networks and referral sources.

• Must‑have: Five years of experience with tax planning for high‑net‑worth clients; five years of experience in all aspects of financial planning; one or more accounting designations (CA, CMA, CGA, CPA).
• Skills: Effective oral and written communication; strong analytical and judgment skills; proficiency with Microsoft Office and financial planning software (Conquest or Naviplan); ability to work independently and as part of a team.
• Nice‑to‑have: Investment and insurance industry knowledge;
  Certified Financial Planner (CFP) or Quebec Financial Planner (F.P.) designation.

• A comprehensive Total Rewards Program that includes bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable.
• A world‑class training program in financial services.
• The opportunity to work within a dynamic, collaborative, progressive, high‑performing team and make a lasting impact.

• Location:
  
  RBC CENTRE, 155 WELLINGTON ST W, Toronto, Canada
• Work hours/week: 37.5
• Employment type:
  
  Full time
• Pay type:
  
  Salaried

RBC is an equal‑opportunity employer. We foster a workplace based on respect, belonging, and opportunity for all employees.