Senior Financial Planner at RBC

Join RBC Family Office Services as a Senior Financial Planner to deliver customized financial solutions for High Net Worth clients. Utilize your expertise in tax planning and comprehensive financial strategies.

In this vital role, you will collaborate closely with advisors to design personalized financial plans addressing investment, retirement, and estate management needs. You will leverage your five years of relevant experience to simplify complicated strategies while fostering collaboration within the Financial Planning Analyst team. Developing robust networks will also play a crucial role in business development and revenue opportunities.

• Craft in-depth financial plans addressing client-specific needs
• Collaborate with advisors and Financial Planning Analysts
• Build internal and external networks for referrals
• Promote a creative and inclusive work culture
• Simplify financial concepts for client understanding

• Minimum five years’ experience in high net worth financial planning
• Relevant professional accounting designation required
• Effective communication skills in both oral and written forms
• Solid analytical and judgment capabilities
• Experience with financial planning software like Conquest

Drive client success with your specialized financial planning skills at RBC.