Financial Planning Specialist

4 weeks ago

Calgary, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

As a Financial Planning Specialist at Royal Bank of Canada, you will work closely with our Wealth Management Services team to deliver high-value customized advice and financial planning to High Net Worth (HNW) clients. Your role will involve working with our Advisors to provide expert knowledge and guidance on financial, investment, retirement, and risk management planning.

Key Responsibilities

  • Prepare comprehensive financial plans that meet client-specific needs.
  • Personalize each financial plan to address complex issues affecting clients, such as holding companies, employee stock options, and individual pension plans.
  • Simplify complex strategies to assist Advisors in delivering high-value advice.
  • Deliver presentations to Advisors and clients to communicate financial plans and strategies.
  • Provide ongoing coaching to Financial Planning Analysts assisting in the preparation of financial plans.
  • Promote a work environment that inspires innovation, creativity, collaboration, and diversity.
  • Develop strong internal and external networks and referral sources.

Requirements

  • 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.

What We Offer

  • 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.

Royal Bank of Canada is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Additional Job Details

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

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