Financial Planning Specialist
2 weeks ago
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? 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. RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with the Hiring Manager. RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law. At 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. #J-18808-Ljbffr
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Financial Planning Specialist
3 weeks ago
Calgary, Canada RBC Full timeJoin to apply for the Financial Planning Specialist role at RBC1 week ago Be among the first 25 applicantsJoin to apply for the Financial Planning Specialist role at RBCWhat is the opportunity?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,...
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Specialist, Financial Planning
3 weeks ago
Calgary, Canada CPKC Full timeJoin CPKC, North America’s first transnational railroad connecting the U.S., Canada and Mexico, where your career drives progress and safety is paramount. We connect communities, fuel economic growth, and provide meaningful work in a culture that values diversity, accountability, and pride. With opportunities for training, development and advancement,...
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Specialist, Financial Planning
4 weeks ago
Calgary, Canada CPKC Full timeJoin CPKC, North America’s first transnational railroad connecting the U.S., Canada and Mexico, where your career drives progress and safety is paramount. We connect communities, fuel economic growth, and provide meaningful work in a culture that values diversity, accountability, and pride. With opportunities for training, development and advancement,...
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Financial Planning Specialist
4 weeks ago
Calgary, Canada RBC Full timeOverviewAs an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. You will assist with business development, opportunity spotting and revenue generation as a valued...
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Financial Planning Specialist
2 weeks ago
Calgary, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?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. As a valued partner, you will also assist with business development,...
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Specialist, Financial Planning
1 week ago
Calgary, Canada CPKC Full time**PURPOSE OF THE POSITION**: As the Specialist, Financial Planning - Operations you will independently lead the Financial Planning process for an Operations portfolio, working with various stakeholders to ensure precision in the forecasting process and provide high-quality analyses to Operational and Finance leadership. This position will also be responsible...
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Financial Planning Specialist
1 week ago
Calgary, Canada Brewin Dolphin Full time**Job Summary** Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur des pratiques, des connaissances et des compétences...
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Financial Planning Specialist
5 days ago
Calgary, Canada Royal Bank of Canada> Full timeJob DescriptionWhat 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...
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Financial Planning Specialist
2 weeks ago
Calgary, Canada Royal Bank of Canada> Full timeJob Description Overview What is the opportunity? 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. As a valued partner, you will also assist with business...
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Specialist, Financial Planning
6 days ago
Calgary, Canada CPKC Full timeJoin CPKC, North America’s first transnational railroad connecting U.S. Canada and Mexico, where your career drives progress and safety is paramount. We connect communities, fuel economic growth, and provide meaningful work in a culture that values diversity, accountability, and pride. With opportunities for training, development, and advancement, you’re...
