Rbc Financial Planning Specialist Role (Edmonton)

Rbc Financial Planning Specialist Role (Edmonton)

25 Aug
|
RBC
|
Edmonton

25 Aug

RBC

Edmonton

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 clientsCollaborate with Advisors to simplify complex strategiesPresent financial concepts effectively to clientsGuide Financial Planning Analysts in plan preparationEnhance internal and external networking opportunitiesRequirements:At least ten years of relevant financial planning experienceRequired qualified designation: CA, CGA, LLB, or CMAExpertise in complex planning scenariosProficient in Microsoft Office and planning toolsStrong judgment and analytical skillsUse your financial acumen to impact RBC's Wealth Management Services positively.#J-18808-Ljbffr

📌 Rbc Financial Planning Specialist Role (Edmonton)
🏢 RBC
📍 Edmonton

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