Wealth Management Financial Specialist

Position: RBC Wealth Management Financial Specialist
Join RBC as a Financial Planning Specialist, delivering high-value financial strategies for High Net Worth clients in Vancouver. Collaborate with Advisors to enhance service delivery and business growth.

You will support the Wealth Management Services team by preparing detailed financial plans tailored to meet each client's unique requirements. This full-time role involves coaching Financial Planning Analysts and simplifying complex financial concepts for Advisors. Your contributions will further facilitate business development and referral networking.

Key Responsibilities:

• Create comprehensive financial plans for clients

• Personalize advice on financial and retirement planning

• Support Advisors with simplified strategies

• Conduct client presentations effectively

• Mentor Analysts in financial planning processes

Requirements:

• Ten years of financial planning experience

• Designations like CFP or RFP are a plus

• Strong communication skills, both verbal and written

• Proven analytical and judgment abilities

• Familiarity with planning software such as Naviplan

Bring your financial planning expertise to RBC and help clients navigate their financial futures with confidence.
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