Financial Planning Analyst

Join RBC's Family Office Service team as a Financial Planning Analyst in Toronto. You will prepare comprehensive financial plans for high-net-worth clients, focusing on tax, retirement, and estate planning strategies. This role involves collaboration with specialists and contributing to service enhancements.

• Prepare comprehensive personal financial plans for high-net-worth clients
• Recommend tax, retirement, and estate planning strategies
• Collaborate with Financial Planning Specialists
• Maintain advanced knowledge of financial planning and Canadian Income Tax
• Utilize Microsoft Office Suite (Word & Excel)
• Requires CFP or equivalent designation and 5 years of experience