Financial Planning Specialist
Waterloo, ONTemps plein
RBC Dominion Securities Inc.
5+ ansRBC Dominion Securities needs five years of tax planning and general financial planning experience for high net worth clients, plus a CA, CMA, CGA or CPA designation. Candidates need strong oral and written communication, analytical judgment, and skill with Microsoft Office and planning software such as Conquest or Naviplan.
Microsoft Office, Conquest, Naviplan