Financial Planning Specialist

0000050599 RBC Dominion Securities Inc.; Burnaby; On-site; CAD 80,000 - 140,000; Full time

Job summary

A leading financial institution is seeking a Financial Planning Specialist for its Vancouver office. In this role, you will work with advisors to provide tailored financial planning to high-net-worth clients, prepare detailed financial plans, and contribute to business development. The ideal candidate has over 10 years of financial planning experience and holds a professional designation. This position offers a competitive salary ranging from $80,000 to $140,000 and includes a comprehensive rewards program.

Benefits

Comprehensive Total Rewards Program including bonuses

A world-class training program in financial services

Dynamic and collaborative work environment

Qualifications

• Minimum of 10 years of experience in all aspects of financial planning.
• Professional designation required.
• Strong analytical skills required.

Responsibilities

• Prepare comprehensive financial plans tailored to clients' needs.
• Deliver presentations to clients and advisors.
• Provide coaching to Financial Planning Analysts.

Skills

Effective communication skills

Ten years of relevant experience

Complex financial planning experience

Strong analytical and judgment skills

Ability to work both as part of a team and independently

Education

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

Financial planning designation: CFP or RFP

Tools

Microsoft Office

Naviplan Extended

CCH

Job description

Financial Planning Specialist page is loaded

Financial Planning Specialist

Apply locations VANCOUVER, British Columbia, Canada time type Full time posted on Posted Yesterday time left to apply End Date: September 4, 2025 (12 days left to apply) job requisition id R-0000110494

Job Description

What is the opportunity?

As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.

What will you do?

• Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, and risk management planning.

• Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.

• Simplify complex strategies to assist Advisors

• Deliver presentations to Advisors and clients

• Provide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plans

• Promote and support a work environment that inspires innovation, creativity, collaboration and diversity

• Develop strong internal and external networks and referral sources

What do you need to succeed?

Must-have

• Effective communication skills both oral and written

• Ten years of relevant experience in all aspects of financial planning

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

• Complex financial planning experience

• Strong analytical and judgment skills.

• Computer skills : Microsoft Office, “Naviplan Extended” or CCH – (planning software).

• Ability to work both as part of a team and independently

Nice-to-have

• Financial planning designation: CFPor RFP

• Investment and insurance industry knowledge are also strong assets

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• A world-class training program in financial services

• Work in a dynamic, collaborative, progressive, and high-performing team

• Ability to make a difference and lasting impact

The expected salary range for the above position is $80,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

Job Skills

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-07

Application Deadline:

2025-09-04

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

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About Us

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com .

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