Senior Financial Planner – Wealth & Retirement Strategies

RBC; Toronto; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock options where applicable

Career development opportunities

Job summary

RBC is seeking a Financial Planning Analyst within the Family Office Service team in Toronto to deliver comprehensive retirement and estate planning for high net-worth clients. You will develop and tailor the Compass financial plans and collaborate with planning specialists.

The role emphasizes tax, retirement, and estate strategies, leveraging advanced planning tools. Strong communication, teamwork, and ongoing professional development are essential for success.

Qualifications

• Undergraduate diploma in Finance or Wealth Management; CFP or Financial planning designation; 5 years of experience in financial planning, preferably in Wealth Management; Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate); Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment.

Responsibilities

• Prepare comprehensive personal financial plans for high net-worth clients
• Recommend advice and opportunities to enhance client’s financial situation
• Maintain a high level of collaboration and knowledge with partners
• Stay current with financial planning standards and practices
• Contribute ideas and participate in development projects to enhance our services
• Provide ongoing coaching and training to other professionals in Family Office Services

Skills

Cash Management

Client Counseling

Competitive Markets

Customer Service

Customer Service Management

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Risk Management

Results-Oriented

Education

Undergraduate diploma in Finance or Wealth Management

CFP or Financial planning designation

Tools

Conquest financial planning application

Job description

RBC is seeking a Financial Planning Analyst within the Family Office Service team in Toronto to deliver comprehensive retirement and estate planning for high net-worth clients. You will develop and tailor the Compass financial plans and collaborate with planning specialists.

The role emphasizes tax, retirement, and estate strategies, leveraging advanced planning tools. Strong communication, teamwork, and ongoing professional development are essential for success.