Financial Planning Specialist
1 week 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-haveEffective 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-haveFinancial 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 SkillsCash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented.Additional Job DetailsAddress: 2010 12 AVE:REGINACity: REGINACountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPosted Date: 2025-02-06Application Deadline: 2025-02-20Inclusion and Equal Opportunity EmploymentAt 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.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. #J-18808-Ljbffr
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Financial Planning Specialist
1 week ago
Regina, 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
Regina, Canada Brewin Dolphin Full time**Job Summary** **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,...
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Regina, Canada RBC Full timeAn established industry player is seeking a Financial Planning Specialist to join their Wealth Management Services team. In this pivotal role, you will collaborate with Advisors to create customized financial plans for High Net Worth clients. Your expertise will help simplify complex financial strategies and enhance business development efforts. This dynamic...
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Financial Planning Consultant
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Regina, Canada Brewin Dolphin Full time**Job Summary** **What is the opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...
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Financial Planner, Scotia Financial Planning
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Regina, Saskatchewan, Canada Scotiabank Full time $100,000 - $110,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as "Investment Specialist" under the Mobile Advice Team) within our Global...
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Bilingual Product Support Specialist
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Conquest Planning Full time3 days ago Be among the first 25 applicants Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space....
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Remote Product Owner: Financial Planning
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Conquest Planning Full timeA leading financial technology company in Canada is seeking a Product Owner for Financial Planning to shape its financial advice platform. The role requires expertise in Canadian financial products and agile development experience. You will translate business needs into actionable user stories, collaborate with developers, and support internal stakeholders....
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Regina, Canada Royal Bank of Canada> Full timeA leading financial institution in Regina is seeking a Financial Planning Specialist to deliver high-value, customized advice and financial planning to High Net Worth clients. The ideal candidate has extensive experience in financial planning, strong analytical skills, and relevant professional designations. This full-time position offers competitive...
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Regina, Canada Royal Bank of Canada> Full timeA leading financial institution in Regina is seeking a Financial Planning Specialist to deliver high-value, customized advice and financial planning to High Net Worth clients. The ideal candidate has extensive experience in financial planning, strong analytical skills, and relevant professional designations. This full-time position offers competitive...
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Specialist Project Management and Planning
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Regina, Canada Health Careers in Sask Full timePosition #: V44428Expected Start Date: January 06, 2026Union: OOSFacility: Wascana Rehabilitation CentreCity/Town: ReginaDepartment: Plant AdministrationType: Full-time temporaryExpected Up to Date: January 06, 2027FTE: 1Shift Information: Days, StandbyHours of Work: 5 shifts of 7.5 hours per 1 weekRelief: NoFloat: NoField Hours: NoSalary or Pay Band: As per...
