RO
Financial Planning Specialist
Calgary, Calgary region
On-site
Full-time
No salary posted3 weeks agoJob Overview
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…
What you'll do
- Prepare comprehensive financial plans tailored to client needs
- Work with Advisors to deliver customized advice
- Provide financial planning services to HNW clients
- Assist with business development initiatives
- Identify revenue generation opportunities
- Support revenue generation efforts for the Wealth Management Services team
What you'll need
- Experience working with High Net Worth (HNW) clients
- Knowledge of financial planning principles
- Ability to work collaboratively with Advisors
- Business development mindset
About the Company
RO