Financial Planning Specialist

Position: RBC Financial Planning Specialist
Location: Southwestern Ontario

Join RBC Family Office Services as a Financial Planning Specialist focused on High Net Worth clients. Leverage your expertise in tax planning and financial strategies to craft customized solutions.

This full-time specialist role requires collaboration with advisors to develop comprehensive financial plans that cover investment, retirement, and estate issues. With over five years of experience in financial planning and strong analytical skills, you will simplify complex strategies and support business growth through networking. Effective communication and the ability to work both independently and as part of a team are crucial.

Key Responsibilities:

• Prepare tailored financial plans for High Net Worth clients

• Address tax and investment strategies within financial plans

• Collaborate with Financial Planning Analysts in project support

• Build and maintain internal and external referral networks

• Promote an innovative and collaborative team environment

Requirements:

• Minimum five years’ experience in tax planning

• Professional designation in Accounting (CA/CMA/CGA/CPA)

• Strong skills in Microsoft Office and financial planning software

• Excellent verbal and written communication

• Ability to work effectively with a team and independently

Utilize your analytical skills and experience to deliver high-quality financial planning services to RBC's prestigious clientele.
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