As a Financial Planning Specialist at RBC, you will prepare comprehensive and personalized financial plans addressing various client needs including investment, retirement, and risk management
Job Summary
As a Financial Planning Specialist at RBC, you will prepare comprehensive and personalized financial plans addressing various client needs including investment, retirement, and risk management.
The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable, along with world-class training.
RBC fosters an inclusive workplace culture based on shared values such as Client First, Integrity, Collaboration, Respect and Excellence, supporting employee growth and community impact.
Matching Summary
As a Financial Planning Specialist at RBC, you will prepare comprehensive and personalized financial plans addressing various client needs including investment, retirement, and risk management.
Salary
Base: Competitive compensation; Bonus/Equity: Bonuses, commissions, and stock where applicable; Benefits: Flexible benefits and comprehensive Total Rewards Program
Skills & Requirements
Must-have
Effective oral and written communication
Complex financial planning experience
Strong analytical and judgment skills
Proficient in Microsoft Office
Experience with Naviplan Extended or CCH software
Ability to work independently and in teams
Nice-to-have
Financial planning designation CFP or RFP
Investment and insurance industry knowledge
Promote innovation and collaboration
Develop strong internal and external networks
Key Requirements
Ten years of relevant financial planning experience
Professional designation such as CA, CGA, LLB, or CMA
Financial planning designation CFP or RFP (nice to have)