Financial Planning Specialist

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

Benefits offered by this job

Bonuses and flexible benefits

Stock where applicable

World-class training program

Job summary

RBC Wealth Management Calgary is seeking a Financial Planning Specialist to partner with Advisors in delivering high-value customized financial planning for HNW clients. You will assist with business development, opportunity spotting, and revenue generation.

Role requires ten years of relevant experience, professional designations, and strong analytical skills; proficiency in Naviplan/CCH and MS Office is expected.

Qualifications

• Ten years of relevant experience in all aspects of financial planning.
• Professional designation such as CA, CGA, LLB, or CMA.
• Complex financial planning experience.

Responsibilities

• Prepare comprehensive financial plans that meet client’s specific needs in financial, investment, retirement, and risk management planning.
• Personalize each financial plan to provide expert knowledge on issues affecting clients.
• Simplify complex strategies to assist Advisors.
• Deliver presentations to Advisors and clients.
• Provide ongoing coaching to Financial Planning Analysts assisting in plans preparation.
• Develop strong internal and external networks and referral sources.

Skills

Communication skills

Analytical thinking

Teamwork and independent work

Education

CA/CGA/CMA or LLB

CFP or RFP (nice-to-have)

Tools

Naviplan Extended

CCH

Microsoft Office

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: CFP or 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

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: 2026-03-05

Application Deadline: 2026-08-18

Our Employment Opportunities

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.