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, prospect 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

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

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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📌 Financial Planning Specialist (Alberta)
🏢 RBC
📍 Alberta