Wealth Planning Specialist for HNW Clients

Royal Bank of Canada>; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Calgary is seeking a Financial Planning Specialist to deliver tailored financial plans for high-net-worth clients. The role involves collaboration with advisors, preparing comprehensive financial plans, and assisting in business development. The ideal candidate has at least 5 years of experience in financial and tax planning along with relevant professional designations. Join a dynamic and progressive team committed to client success.

Benefits

Comprehensive Total Rewards Program

World-class training program

Dynamic collaborative team

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 Financial Planning Analyst team.
• Assist with business development and revenue generation.

Skills

Tax planning for high net worth clients

Financial planning

Effective communication skills

Analytical skills

Microsoft Office

Financial planning software

Education

CA / CMA / CGA / CPA designation

Tools

Conquest

Naviplan

Job description

A leading financial institution in Calgary is seeking a Financial Planning Specialist to deliver tailored financial plans for high-net-worth clients. The role involves collaboration with advisors, preparing comprehensive financial plans, and assisting in business development. The ideal candidate has at least 5 years of experience in financial and tax planning along with relevant professional designations. Join a dynamic and progressive team committed to client success.