Financial Planner

RBC • Edmonton, AB

1d • Onsite

About The Position

This is a unique and specialized opportunity to deliver financial planning and tax strategies to clients in a dynamic, fast-paced environment. As an Wealth Specialist within Bessette Wealth Management, you’ll manage a portfolio of complex, holistic wealth plans, build lasting client relationships, and provide expert guidance on wealth strategies. You’ll own your projects end-to-end while collaborating with a talented team—this role rewards organization, initiative, and an unwavering commitment to client experience.

Requirements

• CFP designation required
• Ability to thrive in a fast-paced environment and take initiative
• Genuine passion for client experience and helping others succeed
• Confidence to meet with clients as an expert
• Strong interpersonal skills and ability to work well with different personalities
• Exceptional organizational skills and attention to detail
• Strong oral and written communication abilities
• Self-starter mentality—ability to prioritize independently and manage your workload
• Comfort leveraging AI tools to enhance efficiency and delivery

Nice To Haves

• CPA designation
• 2–3 years of tax planning experience within an accounting firm

Responsibilities

• Present financial plans with clients, confidently explaining strategies and recommendations as a trusted expert
• Develop and execute personalized tax planning and financial strategies, with expertise in family trusts, estate planning, and wealth optimization
• Support relationship managers on planning and tax inquiries, ensuring seamless client service
• Manage multiple client files simultaneously, ensuring meticulous organization and timely delivery
• Build relationships with key partners to provide a coordinated, seamless client experience
• Master the tools and software used to develop and deliver financial plans, and leverage AI to work efficiently
• Collaborate with RBC partners and internal team members to coordinate comprehensive client solutions
• Take ownership of project prioritization and execution with minimal supervision

Benefits

• Bonuses
• Flexible benefits
• Competitive compensation
• Commissions
• Stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed