Accounting & Finance

Lead Financial Planner, Retirement & Wealth Strategy

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Toronto · Ontario · Canada

RBC Wealth Management in Toronto is seeking a Financial Planning Analyst to provide comprehensive financial planning solutions, acting as the primary planner and partnering with Financial Planning Specialists to develop Compass plans focused on retirement and wealth planning with tax, retirement, and estate strategies.

You will work with high net-worth clients, prepare detailed plans, stay current with standards, collaborate with partners, and contribute to service development while coaching

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Reference: WJ-291_11605097

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