Financial Planning Specialist

Royal Bank of Canada

Vancouver, Canada
Base: $80,000 - $140,000; bonus/equity: discretion...
Effective oral and written communication
Complex financial planning experience
Microsoft office proficiency
As a Financial Planning Specialist at RBC, you will prepare comprehensive and personalized financial plans for High Net Worth clients and support Advisors with expert knowledge and presentations

Job Summary

  • As a Financial Planning Specialist at RBC, you will prepare comprehensive and personalized financial plans for High Net Worth clients and support Advisors with expert knowledge and presentations.
  • The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable, along with world-class training and a dynamic, collaborative team environment.
  • RBC fosters an inclusive workplace based on respect, belonging, and opportunity, supporting employees to perform at their best and grow professionally while delivering trusted advice to clients.

Matching Summary

As a Financial Planning Specialist at RBC, you will prepare comprehensive and personalized financial plans for High Net Worth clients and support Advisors with expert knowledge and presentations.

Salary

Base: $80,000 - $140,000; Bonus/Equity: Discretionary/variable incentive payment eligible; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Effective oral and written communication
  • Complex financial planning experience
  • Microsoft Office proficiency
  • Naviplan Extended or CCH software
  • Teamwork and independent work ability

Nice-to-have

  • Financial planning designation CFP or RFP
  • Investment and insurance industry knowledge
  • Innovative and collaborative work environment
  • Strong analytical and judgment skills
  • Business development and opportunity spotting

Key Requirements

  • Ten years of relevant financial planning experience
  • Professional designation such as CA, CGA, LLB, or CMA
  • Strong analytical and judgment skills
  • Must have effective communication skills
  • Experience with financial planning software
  • Not specified work authorization requirements

Work Rights

Not specified

Tailored Resume

Cover Letter