Financial Planning Specialist

Job Description

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 Job Skills Additional Job Details Address: 10111 104 AVE NW:EDMONTON City: Edmonton Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-03-05 Application Deadline: 2026-06-25 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our 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 perspecti