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Financial Planning Specialist
2 months ago
As a key member of the RBC Family Office Services team, you will work closely with our advisors to deliver tailored financial plans to high net worth clients of RBC Wealth Management.
What is the Opportunity?As a Financial Planning Specialist, you will be responsible for collaborating with our advisors to create comprehensive financial plans that meet the unique needs of our high net worth clients.
Key Responsibilities:- Work with advisors to deliver customized financial plans to high net worth clients.
- Collaborate with cross-functional teams to ensure seamless delivery of financial plans.
- Develop and maintain strong relationships with clients and advisors.
About RBC Family Office Services:
RBC Family Office Services is a leading provider of wealth management solutions for high net worth individuals and families. Our team of experts provides customized financial planning, investment management, and wealth advisory services to help our clients achieve their financial goals.
