Royal Bank of Canada·11 days ago
11 days ago
Financial Planning Specialist
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What you'll do
- work with our advisors to deliver comprehensive financial planning
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join us as a Financial Planning Specialist, working with advisors to deliver tailored financial plans for High Net Worth clients. Prepare comprehensive financial, investment, and retirement strategies, and support business development. Ideal for experienced professionals with expertise in tax planning and financial planning for HNW clients.
Skills
- tax planning
- financial planning
- ca/cma/cga/cpa designation
- investment planning
- retirement planning
- risk management
- estate planning
- financial analysis
- conquest
- naviplan
- business development
- opportunity spotting
- revenue generation
- professional networking
- collaboration
- analytical skills
- judgment skills
- investment industry knowledge
- insurance industry knowledge
- cfp designation
- mandarin
- cantonese
Company
Royal Bank of Canada
Toronto, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.