Financial Planning Expert at RBC

Harness your financial planning expertise as a Senior Financial Planner with RBC Family Office Services. Focus on delivering tailored solutions for high net worth clients using your skills in tax planning.

In this senior position, you will draw on five years of relevant experience to design personalized financial plans. Collaboration with advisors and Financial Planning Analysts will be essential to simplify intricate strategies. Building a network is vital for expanding business development and referral opportunities.

Key Responsibilities:

• Craft comprehensive financial plans for high net worth clients

• Collaborate effectively with Financial Planning Analysts

• Strengthen internal and external referral networks

• Support a creative and inclusive team culture

• Make complex financial concepts accessible to clients

Requirements:

• Minimum five years’ experience in high net worth financial planning

• Professional accounting designation required

• Strong oral and written communication skills

• Excellent analytical skills and judgment

• Experience with financial planning software such as Conquest

Leverage your financial planning skills to help clients achieve their goals at RBC.
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