Job Description

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.

Responsibilities

- 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.

Must‑Have Qualifications

- 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.

Benefits

- 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, team-oriented, progressive, and high‑performing team.
- Ability to make a difference and lasting impact.

Salary and Compensation

The expected salary range for this position is $90,000 - $140,000 depending on factors including but not limited to the candidate's experience, skills, registration status, market conditions, and business needs. Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Position Information

- Location: 1055 Georgia St W, Vancouver, BC, Canada.
- Work hours per week: 37.5.
- Employment type: Full time.
- Platform: Wealth Management.
- Job type: Regular.
- Pay type: Salaried.
- Posted date: .
- Application deadline: .

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📌 Financial Planning Specialist (Vancouver)
🏢 Royal Bank of Canada
📍 Vancouver