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.

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