Financial Planning Specialist

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

Job summary

RBC is seeking a Financial Planning Specialist to join their Wealth Management Services team in Vancouver. In this role, you will provide customized advice and financial planning for High Net Worth clients, assist with business development, and deliver presentations. This position offers a competitive salary and a comprehensive rewards program in a dynamic and inclusive work environment.

Benefits

Bonuses and flexible benefits

World-class training program

Collaborative, progressive team environment

Qualifications

• Ten years of relevant experience in financial planning.
• Strong analytical and judgment skills required.
• Ability to work as part of a team and independently.

Responsibilities

• Prepare comprehensive financial plans tailored to clients' needs.
• Assist Advisors with business development and opportunity spotting.
• Deliver presentations to clients and internal teams.

Skills

Effective communication skills

Analytical skills

Judgment skills

Education

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

Financial planning designation: CFP or RFP

Tools

Microsoft Office

Naviplan Extended

CCH

Job description

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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.

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: 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
  
  

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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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