Shape financial futures for high net worth clients at RBC as a Financial Planning Specialist. Engage with Advisors to deliver customized financial plans that meet diverse client needs.
This full time role based in Edmonton involves preparing comprehensive financial strategies that encompass investment, retirement, and risk management. With ten years of experience and a relevant designation, you'll provide critical insights and simplify complex financial concepts for both clients and Advisors. This position also supports business growth through ongoing coaching and presentations.
Key Responsibilities:
• Create tailored financial plans for high net worth clients
• Collaborate with Advisors to simplify complex strategies
• Present financial concepts effectively to clients
• Guide Financial Planning Analysts in plan preparation
• Enhance internal and external networking opportunities
Requirements:
• At least ten years of relevant financial planning experience
• Required professional designation: CA, CGA, LLB, or CMA
• Expertise in complex planning scenarios
• Proficient in Microsoft Office and planning tools
• Strong judgment and analytical skills
Use your financial acumen to impact RBC's Wealth Management Services positively.
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📌 RBC Financial Planning Specialist Role (Alberta)
🏢 RBC
📍 Alberta