Financial Planning Specialist

RBC; Vancouver; On-site; CAD 80,000 - 140,000; Full time

Job summary

Join RBC as a Financial Planning Specialist where you'll collaborate with Advisors to deliver exceptional financial planning services to High Net Worth clients. With a focus on creating tailored financial plans and enhancing business development efforts, you’ll leverage your expertise in financial strategy and client relations. The position also offers opportunities for growth within a high-performing team committed to innovation and client success.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Collaborative and high-performing team environment

Qualifications

• 10 years of relevant experience in all aspects of financial planning.
• Complex financial planning experience is required.
• Financial planning designation such as CFP or RFP is a plus.

Responsibilities

• Prepare comprehensive financial plans for High Net Worth clients.
• Personalize financial plans addressing various client-specific needs.
• Deliver presentations to Advisors and clients.

Skills

Effective communication skills

Analytical skills

Education

Professional designation such as CA, CGA, LLB, or CMA

Tools

Microsoft Office

Naviplan Extended

CCH – (planning software)

Job description

Job Summary

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

The expected salary range for the above position is $80,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

Job Skills

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-07

Application Deadline:

2025-06-09

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

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. 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.