Financial Planning Specialist

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 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 AdvisorsDeliver presentations to Advisors and clientsProvide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plansPromote and support a work environment that inspires innovation, creativity, collaboration and diversityDevelop strong internal and external networks and referral sourcesWhat do you need to succeed?
Must-have
Effective communication skills both oral and writtenTen years of relevant experience in all aspects of financial planningProfessional designation such as CA, CGA, LLB, or CMAComplex financial planning experienceStrong analytical and judgment skills.Computer skills : Microsoft Office, “Naviplan Extended” or CCH - (planning software).Ability to work both as part of a team and independentlyNice-to-have
Financial planning designation: CFP or RFPInvestment and insurance industry knowledge are also strong assetsWhat’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 applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactJob Skills
Additional Job Details
Address
10111 104 AVE NW:EDMONTONCity
EdmontonCountry
CanadaWork hours/week
37.5Employment Type
Full timePlatform
WEALTH MANAGEMENTJob Type
RegularPay Type
SalariedPosted Date
2026-11-10Application Deadline
2026-12-10Note
Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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