Financial Planning Specialist at RBC Global Asset Management

Vancouver, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

26 Feb, 26

Salary

140000.0

Posted On

28 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Effective Communication, Financial Planning, Analytical Skills, Judgment Skills, Teamwork, Independence, Investment Knowledge, Insurance Knowledge, Coaching, Presentation Skills, Networking, Opportunity Spotting, Revenue Generation, Risk Management, Client Relationship Management, Complex Strategy Simplification

Industry

Description

Job Description 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 The expected salary range for the above position is $80,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment. Job Skills Additional Job Details Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-01-07 Application Deadline: 2025-11-29 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. 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. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Responsibilities

Prepare comprehensive financial plans tailored to High Net Worth clients, focusing on various financial aspects. Collaborate with Advisors to deliver customized advice and assist in business development.