Wealth Management Financial Planning Specialist

Elevate high net worth client advising as a Financial Planning Specialist within RBC's Wealth Management Services team. Collaborate with Advisors to deliver personalized financial strategies.
In this full-time role, you will leverage ten years of expert financial planning experience and advanced analytical skills to create tailored plans for HNW clients. Your work will focus on areas such as investment, retirement, and risk management, along with simplifying complex strategies for Advisors. Develop strong networks while inspiring a culture of collaboration and innovation.
Key Responsibilities:
• Prepare customized financial plans for high net worth clients
• Personalize strategies around pensions, stock options, and charity planning
• Deliver engaging presentations to clients and Advisors
• Mentor Financial Planning Analysts in plan preparation
• Foster innovation and collaboration within the team
Requirements:
• Ten years of financial planning expertise
•...