Elevate your career at RBC Wealth Management as a Financial Planning Specialist. Focus on crafting bespoke financial plans that cater to High Net Worth clients' diverse needs.
In this pivotal role within the RBC Family Office Services team, you'll leverage your skills in tax and investment planning to deliver tailored financial strategies. Collaborate with both advisors and Financial Planning Analysts to provide solutions in areas such as retirement and estate planning, while driving business development efforts. Your expertise will help in identifying opportunities and generating revenue for the firm.
Key Responsibilities:
• Prepare detailed financial plans based on client needs
• Work collectively with Financial Planning Analysts
• Develop strong external networks and referral sources
• Promote a culture of collaboration and innovation
• Provide insights on complex client issues
Requirements:
• Minimum five years in tax planning for high net worth clients