Wealth Management Financial Planner

Join RBC's Wealth Management team as a Financial Planning Specialist in Vancouver. Provide expert financial planning solutions to High Net Worth clients, enhancing their financial futures.

In this full-time role, you will collaborate with Advisors to deliver tailored financial advice, covering areas like investment, retirement, and risk management. Your strong communication skills will help simplify complex planning concepts for clients, while you provide ongoing support to Financial Planning Analysts. This position values innovation, collaboration, and diversity.

Key Responsibilities:

• Develop customized financial plans for High Net Worth clients

• Personalize advice based on complex financial instruments

• Assist Advisors in simplifying planning strategies

• Coach Analysts in financial plan preparation

• Cultivate internal and external networking opportunities

Requirements:

• Ten years of financial planning experience

• Designation such as CA, CGA, LLB, or CMA

• Complex financial planning expertise

• Proficient in Microsoft Office; planning software knowledge

• Team player with independent work capabilities

Harness your financial planning skills to empower RBC's clients and make an impact in their lives.
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