Financial Planning Specialist

RBC; Regina; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planning Specialist to join their Wealth Management Services team. In this pivotal role, you will collaborate with Advisors to create customized financial plans for High Net Worth clients. Your expertise will help simplify complex financial strategies and enhance business development efforts. This dynamic position offers the chance to work in a high-performing team environment, where your contributions can make a significant impact. If you are passionate about financial planning and eager to help clients thrive, this opportunity is perfect for you.

Benefits

Comprehensive Total Rewards Program

Bonuses and flexible benefits

Competitive compensation

World-class training program

Dynamic team environment

Opportunity for lasting impact

Qualifications

• 10+ years of relevant experience in financial planning required.
• Must possess a professional designation in finance.

Responsibilities

• Prepare comprehensive financial plans tailored to client needs.
• Provide ongoing coaching to Financial Planning Analysts.

Skills

Effective communication skills

Financial planning experience

Analytical skills

Decision making

Customer service

Interpersonal relationship management

Education

Professional designation (CA, CGA, LLB, CMA)

Financial planning designation (CFP or RFP)

Tools

Microsoft Office

Naviplan Extended

CCH

Job description

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.

Job Skills

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented.

Additional 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

Posted Date: 2025-02-06

Application Deadline: 2025-02-20

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.