Expert Financial Strategist - Vancouver - beBeeWealth

    beBeeWealth
    beBeeWealth Vancouver

    1 week ago

    Job title: Business Owner Specialist, HNW Planning Services

    Description

    Strategic Wealth Planning Specialist

    We are seeking a highly experienced Strategic Wealth Planning Specialist to join our team. As a key member of our wealth planning group, you will work closely with our advisors to deliver customized solutions for high net worth individuals and families.


    About the Role


    • You will perform thorough information gathering and discovery processes to gain insight into clients' financial situations, goals, and objectives.

    • You will review current situations and develop strategic plans to address clients' wealth planning gaps and risks.

    • You will provide objective planning information and strategies to clients through coordination with their RBC Wealth Management advisor.

    The ideal candidate will have significant technical expertise in individual / Canadian private corporate tax, estate planning, business succession planning, as well as knowledge of private wealth management strategies. They must also possess excellent interpersonal skills and be able to communicate complex information effectively.


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