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 skilled 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. #J-18808-Ljbffr