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Senior Associate Wealth Strategist @ RBC

USOnsiteFull-time
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About this role

Join our team as a Senior Associate Wealth Strategist and play a key role in supporting high net worth clients with expert wealth transfer planning, estate, and succession planning. Collaborate with top advisors, deliver impactful training, and help shape client experiences in a dynamic, growth-focused environment. Advance your career with RBC’s industry-leading team.. Category: Customer Service | Client Advice | Sales

Skills

wealth transfer planningtax and estate planningtrust and charitable planningbusiness succession planningclient consultationtraining deliveryanalytical skillsoral and written communicationjdllmcpasecurities industry licensesclient relationship managementeducational content developmentstakeholder collaboration

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