Senior Financial Planning Specialist

Position: Senior Financial Planning Specialist Role
Drive financial success in your career with RBC as a Senior Financial Planning Specialist. This full-time role, based in Vancouver, focuses on delivering high-value financial plans for High Net Worth clients through effective Advisor collaboration.

Utilize your extensive experience, professional designations, and strong analytical skills to craft personalized financial plans. You will support the development and coaching of Financial Planning Analysts while strengthening relationships within the Wealth Management team.

Key Responsibilities:

• Prepare customized financial plans tailored to clients

• Simplify financial strategies for client understanding

• Present plans effectively to both Advisors and clients

• Provide coaching to Financial Planning Analysts

• Foster collaboration and innovation within the team

Requirements:

• Ten years of relevant financial planning experience

• Professional designations such as CA, CGA, or CFP preferred

• Strong analytical and judgment skills

• Computer skills including Microsoft Office and planning software

• Excellent communication abilities, both oral and written

Utilize your expertise and creativity in financial planning to impact the clients served by RBC.
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