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 clientsPersonalize strategies for complex financial situationsSimplify strategies for Advisors to enhance client serviceDeliver engaging presentations to clients and AdvisorsMentor and coach Financial Planning AnalystsRequirements:Ten years of solid experience in financial planningProfessional designation: CA, CGA, LLB, or CMAExpertise in complex financial strategiesProficient in Microsoft Office and planning softwareStrong analytical and communication skillsElevate your career by leveraging your financial expertise to provide creative solutions for RBC's high net worth clients.#J-18808-Ljbffr

📌 Wealth Management Financial Planning Specialist (Edmonton)
🏢 RBC
📍 Edmonton