A leading financial institution in Kelowna is seeking a Financial Planning Specialist to work with advisors in delivering comprehensive, customized financial plans for High Net Worth clients. Responsibilities include preparing financial plans, collaborating with the Financial Planning Analyst team, and developing networks. The ideal candidate has 5 years of tax planning experience, relevant financial planning experience, and effective communication skills. This position offers a comprehensive benefits package and opportunities for skilled growth.
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📌 HNW Financial Planner & Tax Strategy Specialist (Kelowna)
🏢 Royal Bank of Canada
📍 Kelowna
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