HNW Financial Planning Specialist

RBC

vancouver, metro vancouver regional district, Canada
Full-time
Posted May 31, 2026

Job Description

A leading financial institution in Vancouver is seeking a Financial Planning Specialist to provide customized financial planning advice to High Net Worth clients. The role involves preparing comprehensive financial plans, delivering presentations, and coaching Financial Planning Analysts. Candidates should have ten years of relevant experience, a professional financial designation, and strong communication skills. The position offers competitive compensation and a vibrant team environment.
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