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Financial Planning Specialist

@ RBC Dominion Securities Inc.

Toutes ses offres Site Web

Calgary, Alberta

Temps plein10+ ans d’expérience
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En bref

RBC Dominion Securities Inc. is hiring a Financial Planning Specialist in Calgary to support Advisors with high-value financial plans for High Net Worth clients. The role involves preparing comprehensive plans, coaching analysts, and assisting with business development. The posting states full-time, salaried work of 37.5 hours per week, with a Total Rewards program including bonuses, flexible benefits and commissions.

Responsabilités :

  • Prepare comprehensive financial, investment, retirement and risk plans for HNW clients
  • Personalize plans for holding companies, stock options and pension arrangements
  • Present strategies to Advisors and clients
  • Coach Financial Planning Analysts
  • Build internal and external referral networks

Résumé des exigences :

  • Ten years of relevant financial planning experience
  • Professional designation such as CA, CGA, LLB or CMA
  • Complex financial planning experience
  • Strong analytical and judgment skills
  • Proficiency with Naviplan Extended or CCH and Microsoft Office
  • Ability to work in a team and independently

Outils et compétences

Naviplan ExtendedCCHMicrosoft Office

Avantages mentionnés

Régime de retraiteOptions d’achat
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-08-30
Première détection par notre source
2026-10-14
Mise à jour du dossier source
2026-10-14

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauSenior
DomaineOpérations
Expérience10 an(s) et plus
Heures par semaine37.5
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCA, CGA, CMA, CFP, RFP
FormationDiplôme professionnel (médecine, droit…) (exigé)
Avantages mentionnésHoraire flexible, Prime de rendement, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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RBC Dominion Securities Inc.

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.

Abonnés LinkedIn
55 794
Personnes associées sur LinkedIn
6 107
Bureaux déclarés
  • 155 Wellington Street West, Toronto, ON M5V 3K7, CA
Autres noms enregistrés
  • RBC Dominion Securities
Spécialités
  • Investing and Portfolio Management
  • Estate Planning
  • Retirement Planning
  • Business Financial Planning
  • Not-For-Profit Organizations
  • and High-Net-Worth Portfolios
Le profil indique une agence de recrutement
Non
Toutes ses offres Site Web

At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…

ChampValeur
SecteurInvestment Management
Taille5,001-10,000 employees
Siège socialToronto, ON
Type d’organisationPublic Company
Fondée en1901
SpécialitésInvesting and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios
Offres sur Jobsy134
LinkedInVoir la page
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

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:

2026-03-05

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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.

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