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Senior Financial Planner at RBC

Job in Winnipeg, Manitoba, A3C, Canada
Listing for: 0000050339 Royal Trust Corporation of Canada
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 CAD Yearly CAD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Planner Role 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.

Key Responsibilities
  • 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
Requirements
  • 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.

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Position Requirements
10+ Years work experience
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