R
RBCFinancial Planning Specialist
1959 UPPER WATER STonsitemid
Posted today · via Workday
About this role
Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation. What will you do? Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in 1959 UPPER WATER ST. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
More at RBC
- View →Program Director, Wealth Management Transformation Management OfficeTORONTO, Ontario, Canada
- View →Senior Manager, Enterprise Strategy & TransformationTORONTO, Ontario, Canada
- View →Senior AssociateRICHMOND HILL, Ontario, Canada
- View →Senior AssociateRICHMOND HILL, Ontario, Canada
- View →Director, Model Enhancement & GovernanceTORONTO, Ontario, Canada
- View →Cash Management Flex Role – Cash Deposits PrimaryMinneapolis, Minnesota, United States of America