Financial Planning

3 weeks ago

Vancouver BC, Canada Royal Bank of Canada Full time

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate 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.


Work collaboratively with the Financial Planning Analyst team 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.



Five years experience with tax planning for high net worth clients.


Five years of relevant experience in all aspects of financial planning.


Microsoft Office and financial planning software such as Conquest or Naviplan.


Investment and insurance industry knowledge are also strong assets.


Pl.) 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


Job Skills Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented



Employment Type: Full time


Inclusion and Equal Opportunity Employment


At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


Join our Talent Community


Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
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