Royal Bank of Canada

Financial Planning Specialist

Royal Bank of Canada$75K — $95K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10 years of experience in all aspects of financial planning
  • Professional designation such as CA, CGA, LLB, or CMA required
  • Experience in complex financial planning
  • Strong analytical and judgment skills
  • Proficient in Microsoft Office and financial planning software like Naviplan Extended or CCH
  • Excellent verbal and written communication skills
  • Ability to work both independently and in a team setting

Responsibilities

  • Prepare tailored financial plans addressing financial, investment, retirement, and risk management needs
  • Personalize advice for issues including holding companies, employee stock options, and charitable planning
  • Simplify complex financial strategies to assist Advisors
  • Deliver engaging presentations to both Advisors and clients
  • Provide ongoing mentorship to Financial Planning Analysts
  • Foster an innovative and collaborative work environment
  • Develop strong networks for business development

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • World-class training program in financial services
  • Dynamic, collaborative, and high-performing team environment
  • Opportunity to make a lasting impact in the community
Full 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:

333 7 AVE SW:CALGARY

City:

Calgary

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:

2026-07-22
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here at Royal Bank of Canada.

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

Similar Jobs

More Jobs at Royal Bank of Canada

More Finance & Insurance Jobs

Find similar Financial Planning Specialist jobs: