Royal Bank of Canada·1 month ago
1 month ago
Financial Planner
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About this role
We are expanding our team: As a Financial Planner, you will deliver tailored financial and tax strategies to clients, manage complex wealth plans, and build lasting relationships. Ideal candidates bring expertise in wealth planning and a passion for client service.
Skills
- cfp designation
- financial planning
- tax planning
- wealth optimization
- estate planning
- family trusts
- client relationship management
- portfolio management
- investment management
- ai tools
- cpa designation
- project management
- customer service
- decision making
- interpersonal relationship management
- investment performance measurement
- organizational skills
Company
Royal Bank of Canada
EDMONTON, Canada
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