Elevate your career as a Financial Planning Specialist with RBC Family Office Services, focusing on High Net Worth clients. Drive revenue growth by developing comprehensive financial plans tailored to client needs.
The role combines five years of specialized experience in tax and financial planning, focusing on investment, retirement, risk management, and estate planning. You will work closely with advisors, simplifying complex financial strategies while fostering collaboration and creativity within the team. Building robust internal and external relationships is key to your success.
Key Responsibilities:
• Design tailored financial plans addressing client-specific issues
• Collaborate on strategic planning with Financial Planning Analysts
• Support an inclusive and innovative workplace culture
• Develop and maintain strong networks for referrals
• Assist in spotting business opportunities for growth
Requirements:
• Minimum five years in tax planning for HNW ...