Financial Planning Specialist

Royal Bank of Canada; Vancouver; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Bonuses and flexible benefits

World-class training program

Job summary

The Royal Bank of Canada is seeking a Financial Planning Specialist to enhance wealth management services for high net worth clients. Your role includes preparing detailed financial plans and delivering expert advice while supporting Advisors in achieving business development goals.

The ideal candidate has at least 10 years of relevant financial planning experience and holds a professional designation. This position comes with a competitive salary range of $90,000 - $140,000 and a comprehensive benefits program that includes bonuses and flexible benefits.

Qualifications

• 10 years of relevant experience in financial planning.
• Ability to work both as part of a team and independently.
• Financial planning designation: CFP or RFP is a plus.

Responsibilities

• Prepare comprehensive financial plans tailored to clients.
• Simplify complex strategies to assist Advisors.
• Promote a collaborative work environment.

Skills

Effective communication skills

Complex financial planning experience

Strong analytical skills

Microsoft Office proficiency

Education

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

Tools

Naviplan Extended

CCH

Job description

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.

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.

Must‑Have Qualifications

• 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.

Benefits

• 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.

Salary and Compensation

The expected salary range for this position is $90,000 - $140,000 depending on factors including but not limited to the candidate's experience, skills, registration status, market conditions, and business needs. Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Position Information

• Location: 1055 Georgia St W, Vancouver, BC, Canada.
• Work hours per week: 37.5.
• Employment type: Full time.
• Platform: Wealth Management.
• Job type: Regular.
• Pay type: Salaried.
• Posted date: 2026-03-05.
• Application deadline: 2026-07-14.