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 RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. 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 ...