Base: not specified; bonus/equity: bonuses, commis...
Tax planning for high net worth clients
Financial planning software proficiency
Effective oral and written communication
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with advisors to deliver comprehensive, customized financial plans to High Net Worth clients
Job Summary
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with advisors to deliver comprehensive, customized financial plans to High Net Worth clients.
RBC offers a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
The work environment promotes innovation, creativity, collaboration, diversity, and provides a world-class training program in financial services.
Matching Summary
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with advisors to deliver comprehensive, customized financial plans to High Net Worth clients.
Salary
Base: Not specified; Bonus/Equity: Bonuses, commissions, and stock where applicable; Benefits: Flexible benefits
Skills & Requirements
Must-have
Tax planning for high net worth clients
Financial planning software proficiency
Effective oral and written communication
Strong analytical and judgment skills
Collaborative and independent work ability
Nice-to-have
Investment industry knowledge
Insurance industry knowledge
Innovative and creative work environment
Diversity and inclusion focus
Strong internal and external networking
Key Requirements
Five years experience with tax planning for high net worth clients
Five years relevant financial planning experience
One or more professional accounting designations (CA/CMA/CGA/CPA)