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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. Your expertise will be instrumental in helping our clients achieve their financial goals.
Job DescriptionWhat is the Opportunity?
Our team is seeking a skilled Financial Planning Specialist to join our ranks. In this role, you will be responsible for collaborating with our advisors to create comprehensive financial plans that cater to the unique needs of our high net worth clients.
Key Responsibilities:
- Develop and implement customized financial plans that align with our clients' goals and objectives
- Work closely with our advisors to deliver exceptional client service and support
- Stay up-to-date with industry trends and best practices to ensure our clients receive the most effective financial solutions
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 is dedicated to delivering exceptional service and support to our clients, helping them achieve their financial goals and secure their financial futures.