Financial Planning Specialist
RBC Dominion Securities Inc. · rbcds.com
- Salaire
- Non indiqué
- Lieu
- Edmonton, AB
- Type
- Temps plein
- Expérience
- 10+ ans
- Publié
- 10 novembre 2026
- Employeur
- RBC Dominion Securities Inc.
Détails
À propos de l’emploi
Job Description What is the opportunity? As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation. What will you do? • Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, and risk management planning. • Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employ
Responsabilités
- Prepare comprehensive financial plans for HNW clients
- Personalize plans on complex issues such as holding companies and stock options
- Deliver presentations to Advisors and clients
- Coach Financial Planning Analysts
Exigences
- Ten years of relevant financial planning experience
- Professional designation such as CA, CGA, LLB or CMA
- Complex financial planning experience
- Strong analytical and judgment skills