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, chance 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.

What’s in it for you?

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 this position is $90,000 - $140,000. This position may be eligible to receive a discretionary/variable incentive payment.

Additional Job Details

Location: 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: 2026-03-05

Application Deadline: 2026-04-03

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

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📌 Financial Planning Specialist (British Columbia)
🏢 RBC
📍 British Columbia