Financial Planner

Job Description

What is the opportunity?

This is a unique and specialized opportunity to deliver financial planning and tax strategies to clients in a dynamic, fast-paced environment. As an Wealth Specialist within Bessette Wealth Management, you’ll manage a portfolio of complex, holistic wealth plans, build lasting client relationships, and provide expert guidance on wealth strategies. You’ll own your projects end-to-end while collaborating with a talented team—this role rewards organization, initiative, and an unwavering commitment to client experience.

What will you do?

• Present financial plans with clients, confidently explaining strategies and recommendations as a trusted expert
• Develop and execute personalized tax planning and financial strategies, with expertise in family trusts, estate planning, and wealth optimization
• Support relationship managers on planning and tax inquiries, ensuring seamless client service
• Manage multiple client files simultaneously, ensuring meticulous organization and timely delivery
• Build relationships with key partners to provide a coordinated, seamless client experience
• Master the tools and software used to develop and deliver financial plans, and leverage AI to work efficiently
• Collaborate with RBC partners and internal team members to coordinate comprehensive client solutions
• Take ownership of project prioritization and execution with minimal supervision

What do you need to succeed?

Must-Have

• CFP designation required
• Ability to thrive in a fast-paced environment and take initiative
• Genuine passion for client experience and helping others succeed
• Confidence to meet with clients as an expert
• Strong interpersonal skills and ability to work well with different personalities
• Exceptional organizational skills and attention to detail
• Strong oral and written communication abilities
• Self-starter mentality—ability to prioritize independently and manage your workload
• Comfort leveraging AI tools to enhance efficiency and delivery

Nice to have

• CPA designation
• 2–3 years of tax planning experience within an accounting firm

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• An opportunity to make a difference and have a lasting impact on the lives of others

• Work in a dynamic, collaborative, progressive, and high-performing team

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Job Skills

Additional Job Details

Address:

City:

Country:

Work hours/week:

Employment Type:

Platform:

Job Type:

Pay Type:

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.