High Net Worth Financial Planning Specialist

Elevate your career with RBC as a High Net Worth Financial Planning Specialist, where you will innovate personalized financial strategies. Use your decade of expertise to help clients achieve their financial goals.
RBC's Wealth Management Services is seeking a Senior Financial Planning Specialist to work closely with advisors focusing on High Net Worth clients. This role requires ten years of financial planning experience, where you will create tailored strategies while simplifying complex financial concepts for presentations. Collaboration is key, allowing for the mentoring of Financial Planning Analysts and driving business growth.
Key Responsibilities:
• Craft detailed financial plans per client specifications
• Simplify complex strategies for advisor presentations
• Mentor Financial Planning Analysts in plan preparation
• Build a strong internal and external referral network
• Identify opportunities that drive revenue generation
Requirements:
• Ten years ...