Expert Financial Planner - Wealth Management

Position: Expert Financial Planner - RBC Wealth Management
Location: Southwestern Ontario

Join RBC Wealth Management as a Financial Planning Specialist, focusing on personalized strategies for High Net Worth clients. Collaborate directly with advisors to optimize financial plans.

In this role within the RBC Family Office Services team, you will create comprehensive financial plans that encompass diverse aspects like retirement, tax, and risk management. You will contribute to business development and simplify intricate strategies for our advisors. Your ability to build networks and referral sources will enhance our service offerings and client relationships.

Key Responsibilities:

• Develop detailed financial plans tailored to client needs

• Provide expert advice on financial and investment matters

• Work with teams to prepare and deliver financial strategies

• Foster an innovative and collaborative work culture

• Nurture strong internal and external relationships

Requirements:

• 5+ years of tax planning experience for affluent clients

• Comprehensive financial planning background of 5+ years

• Required designation in accounting: CA/CMA/CGA/CPA

• Excellent communication, analytical, and judgment skills

• Knowledge of Microsoft Office and financial planning software

Leverage your skills to enhance client experiences and deliver top-notch financial solutions at RBC.
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