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Financial Planning Specialist

2 months ago

Burnaby, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

**Role Overview**
As a Financial Planning Specialist with the Royal Bank of Canada 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.

**Key Responsibilities**

* Collaborate with advisors to create comprehensive financial plans that meet the unique needs of HNW clients
* Develop and maintain strong relationships with clients to understand their financial goals and objectives
* Analyze complex financial data to identify opportunities for growth and optimization
* Provide expert guidance on investment strategies and wealth management solutions

**What We Offer**

* A dynamic and supportive work environment with opportunities for professional growth and development
* A competitive compensation package and comprehensive benefits
* The chance to work with a talented team of professionals who are passionate about delivering exceptional client service

**Requirements**

* Bachelor's degree in a related field (e.g. finance, accounting, economics)
* 2+ years of experience in financial planning or a related field
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills

**Why Join Us**

At Royal Bank of Canada, we are committed to building a diverse and inclusive workplace that reflects the communities we serve. We believe that a diverse and inclusive workplace is essential to our success and that our differences are what make us stronger.

If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.