Senior Financial Planning Specialist

Elevate your career with RBC as a Senior Financial Planning Specialist in Toronto. Focus on crafting comprehensive financial plans for high net worth clients while promoting innovation and collaboration.

You will prepare detailed financial plans that encompass investment, retirement, tax, risk management, and estate planning. Ideal candidates will have five years of experience with high net worth individuals, strong communication skills, and a professional accounting designation.

Your role also involves collaborating with the Financial Planning Analyst team and simplifying complex strategies for client issues.

Key Responsibilities:

• Prepare comprehensive financial plans for high net worth clients

• Personalize strategies to meet client-specific needs

• Simplify complex financial strategies for advisory support

• Collaborate with Financial Planning Analysts on plan preparation

• Assist with business development and revenue generation

Requirements:

• Five years' experience in financial planning

• Professional accounting designation (CA/CMA/CGA/CPA)

• Strong analytical and judgment skills

• Proficiency in Microsoft Office and financial planning software

• Certified Financial Planner designation preferred

Bring your expertise in financial planning to RBC and make a significant impact in Toronto.
#J-18808-Ljbffr