Financial Planning Specialist

Royal Bank of Canada; Regina; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a leading team at RBC as a Financial Planning Specialist, working with High Net Worth clients to provide personalized financial advice. With a focus on collaboration and innovation, you will prepare comprehensive financial plans and lead presentations, backed by a robust support system and competitive compensation package.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Dynamic, collaborative work environment

Qualifications

• 10 years of relevant experience in financial planning.
• Professional financial designation required.
• Complex financial planning experience necessary.

Responsibilities

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

Skills

Effective communication skills

Strong analytical skills

Decision Making

Customer Service Management

Investment Management

Education

Professional designation (CA, CGA, LLB, or CMA)

Financial planning designation (CFP or RFP)

Tools

Microsoft Office

Naviplan Extended

CCH

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 : CFPor 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 :

2025-07-24 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion 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. 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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