Become a Financial Planning Specialist with RBC and contribute to crafting tailored financial strategies for High Net Worth clients. Your expertise will be crucial in delivering personalized advice and business support.
As a key member of the Wealth Management Services team, you will utilize your advanced knowledge to prepare comprehensive financial plans. This role, requiring a minimum of ten years of relevant experience, involves direct collaboration with Advisors and includes coaching Financial Planning Analysts. Your role is essential in simplifying intricate strategies and enhancing client presentations.
Key Responsibilities:
• Prepare tailored financial plans for client needs • Personalize plans addressing diverse financial issues • Simplify complex strategies for Advisors • Deliver impactful presentations to clients • Coach Analysts on financial plan preparations
Requirements: • Ten years of experience in financial planning • Qualified designation like CA or CMA • Complex financial planning experience • Strong analytical and judgment skills • Proficiency in Microsoft Office and planning software
Utilize your financial expertise and communication skills to make a meaningful impact on clients' financial journeys at RBC. #J-18808-Ljbffr
📌 High Net Worth Financial Planning Specialist (Winnipeg)
🏢 RBC
📍 Winnipeg
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