Become a key player in delivering tailored financial strategies for high net worth clients at RBC. As a Financial Planning Specialist, you'll collaborate with Advisors to create impactful financial plans tailored to individual client needs.
This full-time role in Edmonton requires ten years of experience in financial planning, with expertise in investment, retirement, and risk management strategies. You'll simplify complex financial concepts for Advisors, conduct presentations, and mentor Financial Planning Analysts. Your role is vital in enhancing business development and driving revenue growth for the Wealth Management Services team.
Key Responsibilities:
• Prepare comprehensive financial plans for clients
• Personalize strategies for complex financial situations
• Simplify strategies for Advisors to enhance client service
• Deliver engaging presentations to clients and Advisors
• Mentor and coach Financial Planning Analysts
Requirements:
• Ten years of solid experience in financial planning
• Professional designation: CA, CGA, LLB, or CMA
• Expertise in complex financial strategies
• Proficient in Microsoft Office and planning software
• Strong analytical and communication skills
Elevate your career by leveraging your financial expertise to provide cutting-edge solutions for RBC's high net worth clients.
#J-18808-Ljbffr