High Net Worth Financial Planning Specialist

Join the RBC Family Office Services as a Financial Planning Specialist, crafting tailored financial plans for High Net Worth clients. Collaborate with advisors to enhance business opportunities and revenue generation.
This role demands strong expertise in financial, investment, retirement, tax, risk management, and estate planning. As a key team member, you will prepare personalized financial plans that simplify complex strategies, working alongside the Financial Planning Analyst team. You'll be instrumental in promoting a culture of innovation and diversity while expanding internal and external networks.
Key Responsibilities:
• Create comprehensive and customized financial plans for clients
• Address issues like employee stock options and charitable planning
• Collaborate with Financial Planning Analysts on financial strategies
• Support a diverse and innovative work environment
• Build strong networks and referral sources
Requirements:
• Five years of tax p...

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