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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
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
We are looking for a highly motivated and detail-oriented individual to join our team as a Financial Planning Specialist. If you have a passion for delivering exceptional client service and a strong desire to succeed in a dynamic environment, we encourage you to apply.
