Join RBC's Wealth Management Services as a Senior Financial Planning Expert. You will craft high-value, customized financial advice for high net worth clients while collaborating closely with Advisors.

In this full time position located in Edmonton, you will utilize ten years of experience in financial planning and your professional designation to prepare intricate financial plans. Your expertise will be essential in guiding Advisors on complex financial issues and ensuring clients receive optimal financial strategies tailored to their specific needs. You will also foster business development opportunities through personalized guidance and presentations.

Key Responsibilities:
• Develop personalized financial plans focused on client needs
• Discuss intricate financial strategies with Advisors




• Conduct impactful presentations to clients and stakeholders
• Mentor Financial Planning Analysts in their tasks
• Support and promote a collaborative workplace environment

Requirements:
• Minimum ten years of experience in financial planning
• Relevant professional designation (CA, CMA, LLB, CGA)
• Proven analytical and communication skills
• Strong knowledge of financial planning software
• Ability to work independently and as part of a team

Capitalize on your expertise to make a substantial difference in helping clients achieve their financial goals.
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📌 Senior Financial Planning Expert at RBC (Alberta)
🏢 RBC
📍 Alberta