Financial Planning Specialist

RBC seeks a Financial Planning Specialist in Edmonton to provide customized wealth management for High Net Worth clients. Collaborate with Advisors to deliver strategic financial plans and insights.

As part of the Wealth Management Services team, you will prepare comprehensive financial plans that address areas such as investment, retirement, and risk management. With ten years of experience and a relevant professional designation, you will promote innovation and coaching within the team. Your exemplary communication skills will help you build relationships and assist in revenue generation while simplifying complex strategies for client presentations.

Key Responsibilities:

• Develop tailored financial plans addressing client needs

• Present financial strategies to Advisors and clients

• Coach Financial Planning Analysts in preparing plans

• Cultivate internal networks for business development

• Encourage a collaborative work environment

Requirements:

• Ten years of relevant financial planning experience

• Professional designation such as CA, CGA, LLB, or CMA

• Strong analytical capabilities

• Proficiency in Microsoft Office and planning tools

• Capacity to work both independently and collaboratively

Bring your financial expertise to RBC and make a lasting difference for clients!
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