Financial Planning Specialist

RBC is a leading financial institution, and they are seeking a Financial Planning Specialist to join their Wealth Management Services team. This role involves delivering customized financial planning and advice to High Net Worth clients while assisting with business development and revenue generation.

Responsibilities:

• 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, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc
• Simplify complex strategies to assist Advisors
• Deliver presentations to Advisors and clients
• Provide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plans
• Promote and support a work environment that inspires innovation, creativity, collaboration and diversity
• Develop strong internal and external networks and referral sources