Financial Planner

RBC; Edmonton; On-site; CAD 90,000 - 130,000; Full time

Job summary

RBC Wealth Management is seeking a Wealth Specialist to deliver comprehensive financial planning and tax strategies to a dynamic client base in Edmonton. You will manage holistic wealth plans, build lasting client relationships, and provide expert guidance on wealth strategies while collaborating with a talented team.

In this role, you will own projects end-to-end, prioritize initiatives, and leverage AI tools to enhance efficiency and delivery.

Qualifications

• CFP designation is required.
• Thrives in a fast-paced environment; takes initiative.
• Demonstrates genuine passion for client experience and helping others succeed.
• Confident meeting with clients as an expert.
• Strong interpersonal and written/oral communication skills.
• Self-starter who can prioritize workload independently.
• Comfort using AI tools to enhance efficiency and delivery.
• 2–3 years of tax planning experience within an accounting firm (nice to have CPA).

Responsibilities

• Present financial plans to clients, explaining strategies and recommendations as a trusted expert.
• Develop and execute personalized tax planning and wealth strategies (family trusts, estate planning, wealth optimization).
• Support relationship managers on planning and tax inquiries for seamless client service.
• Manage multiple client files with meticulous organization and timely delivery.
• Build relationships with key partners for coordinated client solutions.
• Master tools/software to develop and deliver financial plans and leverage AI.
• Collaborate with RBC partners and internal teams to coordinate comprehensive solutions.
• Take ownership of project prioritization and execution with minimal supervision.

Skills

Relationship management

Tax planning

Financial planning

Client service

Communication

Team collaboration

Education

CFP designation

CPA designation (nice to have)

Tools

AI tools

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.

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 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

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?

• 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 Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address: 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

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.