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 qualified 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 skilled 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.