Accounting & Finance

Senior Financial Planner for High-Net-Worth Clients

RBC

Southwestern Ontario · Ontario · Canada

RBC Wealth Management is seeking a Financial Planning Specialist in Waterloo, Canada, to partner with advisors in delivering tailored financial plans for high net worth clients. You will support business development, opportunity spotting, and revenue generation while collaborating with the Planning Analyst team.

The role requires extensive tax planning and financial planning experience, strong communication, and proficiency with planning software; bilingual ability is a plus.

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Reference: WJ-3875_12149154

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