Financial Planning Specialist

RBC; Edmonton; On-site; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Bonuses & flexible benefits

Stock where applicable

Training program

Dynamic team

Job summary

RBC Wealth Management is seeking a Financial Planning Specialist to partner with Advisors in delivering high-value, customized financial planning for High Net Worth clients. You will lead planning projects, analyze complex financial situations, and contribute to business development.

In this role, you will coach Planning Analysts, present plans to clients and Advisors, and help build a collaborative, innovative team focused on client success and growth for RBC.

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.
• Strong analytical and judgment skills.
• Computer skills: Microsoft Office, Naviplan Extended or CCH.

Responsibilities

• Prepare comprehensive financial plans for High Net Worth clients.
• Personalize plans around holding companies, employee stock options, pensions, retirement compensation agreements, gifts and charitable planning.
• Simplify complex strategies for 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.

Skills

Effective communication

Teamwork and independence

Analytical and judgment

Education

CA/CGA/LLB/CMA designation

CFP or RFP (nice-to-have)

Tools

Naviplan Extended

CCH planning software

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?

• 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

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

2026-03-05

Application Deadline

2026-08-25

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

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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.