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.

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, team-oriented, 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:
- Application Deadline:

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 (Vancouver)
🏢 RBC
📍 Vancouver