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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?
As a Financial Planning Specialist, 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. Your role will involve working closely with clients to understand their financial objectives, identifying areas for improvement, and developing customized solutions to help them achieve their goals.
Key Responsibilities:
- Collaborate with advisors to deliver comprehensive financial plans to high net worth clients
- Work closely with clients to understand their financial objectives and identify areas for improvement
- Develop customized financial solutions to help clients achieve their goals
- Provide exceptional client service and support throughout the financial planning process
Requirements:
- Strong understanding of financial planning principles and practices
- Excellent communication and interpersonal skills
- Ability to work collaboratively with advisors and clients
- Strong analytical and problem-solving skills
