Financial Planning Specialist

3 months ago

Calgary, Canada Royal Bank of Canada 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 approfondies pour réaliser des affectations complexes.

**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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

**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**:
2024-09-19

**Application Deadline**:
2024-10-31

**I**nclusion** 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**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Griffith & AssociatesGriffith & Associates Financial & Estate Planning Services Ltd is a leading financial planning firm in Calgary, Alberta. With almost two decades of experience, they have established themselves as one of the top firms in the city, specializing in comprehensive financial, tax, and estate planning. Their dynamic team excels in...

  • Senior Financial Planning Consultant

    3 weeks ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Griffith & Associates Financial & Estate Planning Services LtdWe are a reputable financial planning firm in Calgary, Alberta, with a strong presence in the market. Our team of experts excels in providing in-depth financial, tax, and estate planning services to executives and business owners.As one of Calgary's top firms, we manage over $300 million in...

  • Investment Planning and Financial Solutions Specialist

    6 days ago

    Calgary, Alberta, Canada BMO Financial Full time

    BMO Financial Group is a leading banking institution committed to growing the good in business and life. We are seeking a talented Investment Planning and Financial Solutions Specialist to join our team.">">About Us">We strive to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing...

  • Strategic Financial Planning Expert

    4 weeks ago

    Calgary, Alberta, Canada MD Financial Management Full time

    About MD Management LimitedMD Management Limited, a division of Scotia Wealth Management, is a leading provider of comprehensive financial services. With a commitment to excellence and customer satisfaction, we strive to deliver exceptional results in an inclusive and high-performing environment.We are seeking a talented Senior Financial Consultant to join...

  • Financial Planning Consultant

    1 week ago

    Calgary, Alberta, Canada BMO Financial Full time

    Job Overview:BMO Financial Group is seeking a skilled Financial Planning Consultant to join our team. As a key member of our team, you will be responsible for delivering financial and investment planning advice to customers, providing solutions that meet their needs and goals.About the Role:You will work closely with clients to understand their financial...

  • Financial Advisor

    5 days ago

    Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About Griffith & Associates Financial & Estate Planning Services Ltd.A leading financial planning firm in Calgary, Alberta, with a reputation for delivering expert advice on wealth management and estate planning.Job SummaryWe are seeking an experienced Associate Financial Advisor to join our dynamic team. As a key member of our advisory team, you will be...

  • Senior Advisor Investment and Financial planning

    2 months ago

    Calgary, Canada MD Financial Management Full time

    Requisition ID: 209443 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Calgary. Reporting to the Regional Manager,...

  • Associate Financial Advisor

    2 days ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Canada RBC Full time

    Job SummaryDonner 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 approfondies...

  • Strategic Financial Insights Specialist

    4 weeks ago

    Calgary, Alberta, Canada ATB Financial Full time

    Unlock your potential in a dynamic environment where you can make a meaningful impact.About ATB FinancialWe're a values-driven organization that empowers our team members to succeed through interesting and challenging work, performance enablement, and learning and development.Job SummaryWe're seeking a highly skilled Strategic Financial Insights Specialist...

  • Financial Planner, Investment Retirement Planning

    4 weeks ago

    Calgary, AB, Canada Up Financial Full time

    Financial Advisor - Wealth Management Up Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Up Financial was established to provide clients with independent, customized advice without the conflicts associated with larger...

  • Strategic Wealth Manager

    4 weeks ago

    Calgary, Alberta, Canada Up Financial Full time

    About Up FinancialWe are a pioneering Wealth Management and Financial Planning firm dedicated to delivering expert investment advice and customized financial solutions across Canada and the US.

  • Senior Financial Operations Specialist

    4 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    Company OverviewNeo Financial is a rapidly expanding tech startup in Canada, aiming to provide a more rewarding financial experience for Canadians. With incredible traction and recognition as LinkedIn's Top Startup in Canada for 2022 and 2023, Neo has built a strong reputation in the fintech industry.">Job DescriptionWe are seeking a Treasury Operations...

  • Associate Financial Advisor

    6 months ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over...

  • Financial Operations Specialist for Cash Management

    4 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    About Neo FinancialWe're a rapidly expanding fintech company in Canada, building a more rewarding financial experience for all Canadians.Our mission is to transform financial services for the better. We're on a journey to make change happen at a rapid pace, providing endless opportunities to sharpen your skills, expand your knowledge, and find new solutions...

  • Financial Operations Specialist

    4 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    About Neo FinancialWe're building a more rewarding financial experience for all Canadians.What We OfferA competitive salary of $85,000 per year in Calgary.The RoleJob DescriptionWe're seeking a full-time Treasury Operations Specialist to join our Finance team in Calgary, AB. As our next Treasury Operations Specialist, you will play a key role in the...

  • Associate Advisor

    1 month ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About the JobGriffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning.  Their dynamic team excels in building strategies for executives and business owners.  They currently service over 2000 households and manage...

  • Strategic Planning and Financial Management Specialist

    3 weeks ago

    Calgary, Alberta, Canada Intello Technologies Inc. Full time

    Location: Calgary, ABAbout the RoleWe are seeking a highly skilled Strategic Planning and Financial Management Specialist to join our team at Intello Technologies Inc. in Calgary, AB.This is an exciting opportunity for someone who is passionate about financial management and strategic planning to make a meaningful contribution to our organization's...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada Mount Royal University Full time

    About Mount Royal UniversityMount Royal University is a vibrant institution located in Calgary, Alberta, Canada. Founded in 1910, the university has grown to become a leading provider of top-caliber programs and experiential learning opportunities.The university acknowledges its connection to the land and all beings, and the songs, stories, and teachings of...

  • Financial Advisor

    7 months ago

    Calgary, Canada Evermark Financial Full time

    Who we are: Evermark Financial is a boutique financial services firm based in Cochrane, Alberta. We pride ourselves on always doing the right thing for our clients - whether we are helping them with their investments, retirement planning, insurance, or group plan, the client always comes first. Evermark is a small, tight-knit team and we really value our...