Financial Planning Specialist

0000050599 RBC Dominion Securities Inc.; Regina; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Regina seeks a Financial Planning Specialist to provide customized financial planning for High Net Worth clients. The ideal candidate will have over ten years of experience in financial planning and relevant professional designations. Responsibilities include preparing financial plans, coaching analysts, and developing strong networks for business growth. Competitive pay and comprehensive benefits offered.

Benefits

Comprehensive Total Rewards Program

World-class training program

Collaborative and dynamic work environment

Qualifications

• Ten years of relevant experience in all aspects of financial planning.
• Complex financial planning experience required.

Responsibilities

• Prepare comprehensive financial plans that meet client needs.
• Deliver presentations to Advisors and clients.
• Develop strong internal and external networks.

Skills

Effective communication skills

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 or CCH

Job description

Overview

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.

Responsibilities

• 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.

Job Details

• Address: 2010 12 AVE : REGINA
• City: Regina
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-02-06
• Application Deadline: 2025-09-16

Note:

Applications will be accepted until the stated deadline. 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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.