Financial Planning Analyst

Join RBC's Family Office Service team as a Financial Planning Analyst in Toronto. You will provide comprehensive financial planning solutions, focusing on tax, retirement, and estate strategies for high-net-worth clients using proprietary tools. This role involves preparing financial plans, recommending strategies, and collaborating with specialists.

• 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
• Provide ongoing coaching and training to other professionals