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HNW Financial Planning Specialist

Company

RBC

Location

vancouver, metro vancouver regional district

Posted

June 19, 2026

Position Overview

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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