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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: 2026-08-18 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. 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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

What you’ll do

The Financial Planning Specialist will deliver customized financial, retirement, and risk management plans for High Net Worth clients. They will also assist advisors with business development, revenue generation, and coaching junior analysts.

Requirements

Candidates must have at least ten years of relevant financial planning experience and hold a professional designation such as CA, CGA, LLB, or CMA. Strong analytical skills and proficiency in financial planning software are essential for success in this role.

Benefits

• Total Rewards Program • Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock • Training program

Listed skills

• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Investment management
• Retirement planning
• Risk management
• Business development
• Revenue generation
• Communication skills
• Analytical skills
• Judgment skills
• Naviplan Extended
• CCH
• Microsoft Office
• Coaching
• Presentation skills
• Workplace Inclusivity
• Insurance Industry
• Effective Communication
• Planning
• Planning Software
• Business Development
• Investments
• Certified Financial Planner
• Computer Literacy
• Creativity
• Employee Stock Option
• Financial Services
• Financial Planning
• Innovation
• Presentations
• Wealth Management
• Request For Proposal
• Risk Management Planning

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting
• Financial Planning Specialist
• Financial Operations Specialist
• Credit and Loans Officers
• Loan Interviewers and Clerks