Financial Planning Specialist

RBC; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Calgary seeks a Financial Planning Specialist to deliver tailored financial advice to High Net Worth clients. You will prepare comprehensive financial plans and coach Analysts. The ideal candidate has 10 years of planning experience and relevant professional certifications. This full-time role offers competitive compensation and a dynamic team environment.

Benefits

Comprehensive Total Rewards Program

World-class training program

Collaborative and progressive work environment

Qualifications

• Must have a professional designation and relevant experience in financial planning.
• Ability to simplify complex strategies and communicate effectively.
• Knowledge of investment and insurance industry is considered an asset.

Responsibilities

• Prepare comprehensive financial plans for clients.
• Deliver presentations to Advisors and clients.
• Provide coaching to Financial Planning Analysts.

Skills

Effective communication skills

Ten years of relevant experience in financial planning

Professional designation (CA, CGA, LLB, CMA)

Complex financial planning experience

Strong analytical and judgment skills

Microsoft Office skills

Education

Professional financial planning designation (CFP or RFP)

Tools

Naviplan Extended

CCH (planning software)

Job description

Overview

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

Responsibilities

• Prepare comprehensive financial plans that meet client needs in 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 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: CFP or RFP
• Investment and insurance industry knowledge are 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

RBC is committed to supporting flexible work arrangements where available. Details to be discussed with Hiring Manager. RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

Job Skills

Additional Job Details

Address: 333 7 AVE SW: CALGARY

City: Calgary

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-09-19

Application Deadline: 2025-09-16

Inclusion and Equal Opportunity Employment: At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. We strive to foster a respectful, belonging-oriented environment for all employees.