Financial Planning Specialist
4 weeks ago
OverviewAs 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 partner.ResponsibilitiesPrepare comprehensive financial plans that meet client needs in 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 AdvisorsDeliver presentations to Advisors and clientsProvide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plansPromote and support a work environment that inspires innovation, creativity, collaboration and diversityDevelop strong internal and external networks and referral sourcesWhat you need to succeedMust-haveEffective communication skills both oral and writtenTen years of relevant experience in all aspects of financial planningProfessional designation such as CA, CGA, LLB, or CMAComplex financial planning experienceStrong analytical and judgment skillsComputer skills: Microsoft Office, Naviplan Extended or CCH (planning software)Ability to work both as part of a team and independentlyNice-to-haveFinancial planning designation: CFP or RFPInvestment and insurance industry knowledge are strong assetsWhat’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 applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactRBC is committed to supporting flexible work arrangements where available. Details to be discussed with 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.Job SkillsAdditional Job DetailsAddress: 333 7 AVE SW: CALGARYCity: CalgaryCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-09-19Application Deadline: 2025-09-16Inclusion and Equal Opportunity Employment: At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. We strive to foster a respectful, belonging-oriented environment for all employees. #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
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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
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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Financial Planning Specialist
2 weeks ago
Calgary, Canada RBC Full timeAs 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...
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Financial Planning Specialist
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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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Financial Planning Specialist
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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
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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...
