Senior Wealth Planning Specialist

Royal Bank of Canada; Canada; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive Total Rewards Program

World-class training program

Dynamic and collaborative team environment

Job summary

A leading financial institution in Canada seeks a Financial Planning Specialist to develop tailored financial plans for high net worth clients. You will support advisors, assist in business development, and leverage your five years of financial planning experience. This role includes collaboration with a dedicated team and offers a vibrant work environment focused on innovation. If you meet the qualifications and are ready to make a significant impact, apply now.

Qualifications

• Five years of experience with tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• Ability to work both as part of a team and independently.

Responsibilities

• Prepare comprehensive financial plans.
• Work collaboratively with the Financial Planning Analyst team.
• Develop strong internal and external networks.

Skills

Tax planning for high net worth clients

Financial planning experience

Effective communication skills

Analytical and judgment skills

Education

CA/CMA/CGA/CPA professional designation

Tools

Microsoft Office

Conquest or Naviplan

Job description

A leading financial institution in Canada seeks a Financial Planning Specialist to develop tailored financial plans for high net worth clients. You will support advisors, assist in business development, and leverage your five years of financial planning experience. This role includes collaboration with a dedicated team and offers a vibrant work environment focused on innovation. If you meet the qualifications and are ready to make a significant impact, apply now.