Royal Bank of Canada·2 days ago
2 days ago
Wealth Planning Specialist
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What you'll do
- Architect comprehensive financial and wealth plans for high net worth clients
- Coordinate with internal and external partners
- Serve as a trusted resource for complex financial planning
What they're looking for
- Certified Financial Planner
- Extensive experience in securities industry and complex wealth planning
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are expanding our team: As a Wealth Planning Specialist, you will architect comprehensive financial and wealth plans for high net worth clients, coordinate with internal and external partners, and serve as a trusted resource for complex financial planning. Ideal candidates bring extensive experience in securities industry and complex wealth planning.
Skills
- certified financial planner
- wealth planning
- financial planning
- investment management
- insurance management
- client service
- business development
- process improvement
- relationship management
- policy administration
- salesforce
- microsoft office
- video conferencing tools
- ai tools
- financial performance measurement
- tax advisory
- financial literacy
- estate planning
- digital content creation
- client presentations
- partner seminars
- insurance policy administration
- family office solutions
- strategic guidance
Company
Royal Bank of Canada
GUELPH, Canada
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