Financial Planner
RBC — EDMONTON, Alberta, Canada
Posted 2026-08-19
Job Description What is the opportunity? 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. What will you do? 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