financial analyst

RBC Dominion Securities; Regina; On-site; CAD 90,000 - 120,000; Full time

Job summary

A financial services company in Regina is seeking a Financial Planning Specialist to deliver high-value financial planning advice to high net worth clients. You will prepare customized financial plans and provide coaching to teams, leveraging your extensive experience in financial planning. The ideal candidate will possess strong communication and analytical skills, along with relevant professional designations. This role offers competitive compensation and a dynamic work environment.

Benefits

Comprehensive total rewards program including bonuses and commissions

World-class training program in financial services

Opportunity to work in a collaborative team environment

Qualifications

• 10 years of relevant experience in all aspects of financial planning.
• Professional designation such as CA, CGA, LLB, or CMA required.
• Experienced with complex financial planning.

Responsibilities

• Prepare comprehensive financial plans that meet client-specific needs.
• Deliver presentations to advisors and clients.
• Provide ongoing coaching to Financial Planning Analysts.

Skills

Effective oral and written communication skills

10 years of relevant experience in financial planning

Strong analytical and judgment skills

Ability to work both independently and as part of a team

Education

Professional designation such as CA, CGA, LLB, or CMA

CFP or RFP designation (Nice-to-have)

Tools

Microsoft Office

Naviplan Extended or CCH Planning software

Job description

Financial Planning Specialist

RBC Dominion Securities

Location: 2010 12 AVE, Regina, SK, Canada

Employment Type: Full time

Pay Type: Salaried

Work Hours: 37.5 per week

Job Platform: Wealth Management

Posted: 2025-02-06

Application Deadline: 2025-12-22

Job Description

As an integral member of the Wealth Management Services team, you are responsible for delivering high‑value, customized financial planning advice to high net worth clients, working closely with advisors to provide expert guidance across financial, investment, retirement, and risk management planning.

Responsibilities

• Prepare comprehensive financial plans that meet client‑specific needs.
• Personalize each financial plan, addressing issues such as holding companies, employee stock options, pension plans, retirement compensation agreements, gifts, and charitable planning.
• Simplify complex strategies to assist advisors.
• Deliver presentations to advisors and clients.
• Provide ongoing coaching to Financial Planning Analysts assisting in plan preparation.
• Promote an environment that inspires innovation, creativity, collaboration, and diversity.
• Develop strong internal and external networks and referral sources.

Qualifications

• Effective oral and written communication skills.
• 10 years of relevant experience in all aspects of financial planning.
• Professional designation such as CA, CGA, LLB, or CMA.
• Experienced with complex financial planning.
• Strong analytical and judgment skills.
• Computer skills: Microsoft Office, Naviplan Extended or CCH Planning software.
• Ability to work both independently and as part of a team.
• Nice‑to‑have: CFP or RFP designation.
• Nice‑to‑have: Investment and insurance industry knowledge.

Benefits

• A comprehensive total rewards program including bonuses, flexible benefits, competitive compensation, commissions, and stock.
• A world‑class training program in financial services.
• Opportunity to work in a dynamic, collaborative, progressive, and high‑performing team.
• Chance to make a lasting impact and help clients thrive.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth. Our policies foster a workplace based on respect, belonging, and opportunity for all. We are an equal opportunity employer.

Advertised Until

2025-12-06