Wealth Management Financial Planning Specialist

Join the RBC Wealth Management Services team as a Financial Planning Specialist, focusing on high-value customized financial advice for High Net Worth clients. Collaborate with Advisors to deliver expert planning and innovation in a supportive environment.

In this full-time role based in Vancouver, BC, you will utilize ten years of financial planning experience to prepare tailored financial plans covering investments and risk management. You will collaborate closely with Financial Planning Analysts and Advisors, simplifying complex strategies for effective client presentations.

Key Responsibilities:

• Prepare personalized financial plans for High Net Worth clients

• Simplify complex financial strategies for Advisors

• Deliver impactful presentations to clients and teams

• Coach Financial Planning Analysts in plan preparation

• Build and maintain strong internal and external networks

Requirements:

• Ten years in financial planning with a professional designation

• Experience with complex financial strategies

• Strong analytical and judgment skills

• Proficiency in Microsoft Office and planning software

• Excellent communication skills, both written and verbal

Leverage your expertise in financial planning to create impactful strategies for RBC's esteemed clientele in Vancouver.
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