Customized Financial Planning Specialist at RBC

Join RBC as a Financial Planning Specialist focused on creating personalized financial plans for High Net Worth clients. Leverage your expertise in tax and investment for their financial success.
As an essential member of the RBC Family Office Services team, your role involves preparing comprehensive financial plans that address clients' unique needs. Work alongside advisors and the Financial Planning Analyst team to develop strategies in financial, retirement, tax, and estate planning, while also identifying business opportunities. Your contributions will support the growth and success of our clients.
Key Responsibilities:
• Create and personalize financial plans for High Net Worth clients
• Collaborate with advisors and analysts for plan preparation
• Identify opportunities for business development
• Foster an inspiring and inclusive workplace atmosphere
• Simplify complex financial concepts for clients
Requirements:
• At least five years in tax planning fo...

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