Job DescriptionWhat 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 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
What do you need to succeed? Must-Have- 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 have- CPA designation
- 2-3 years of tax planning experience within an accounting firm
What's in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and 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
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
Job SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job DetailsAddress:10111 104 AVE NW:EDMONTON
City:Edmonton
Country:Canada
Work hours/week:37.5
Employment Type:Full time
Platform:WEALTH MANAGEMENT
Job Type:Regular
Pay Type:Salaried
Posted Date:2026-07-27
Application Deadline:2026-08-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
