Financial Planning Specialist

Royal Bank of Canada>

🌍 100% Remote Full-time

Job Description

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 f...