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 AdvisorsDeliver presentations to Advisors and clientsProvide ongoing coaching to the Financial Planning Analysts assisting in the preparation of financial plansPromote and support a work environment that inspires innovation, creativity, collaboration and diversityDevelop strong internal and external networks and referral sourcesWhat do you need to succeed?Must-haveEffective communication skills both oral and writtenTen years of relevant experience in all aspects of financial planningProfessional designation such as CA, CGA, LLB, or CMAComplex financial planning experienceStrong analytical and judgment skills.Computer skills : Microsoft Office, "Naviplan Extended" or CCH – (planning software).Ability to work both as part of a team and independentlyNice-to-haveFinancial planning designation: CFP or RFPInvestment and insurance industry knowledge are also strong assetsWhat's in it for you?A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions,



and stock where applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactAdditional Job DetailsAddress10111 104 AVE NW:EDMONTONCityEdmontonCountryCanadaWork hours/week37.5Employment TypeFull timePlatformWEALTH MANAGEMENTJob TypeRegularPay TypeSalariedPosted Date2026-03-05Application Deadline2026-08-25Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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 chance for all.Join our Talent CommunityStay 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.ComRBC 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. #J-18808-Ljbffr

📌 Financial Planning Specialist (Edmonton)
🏢 RBC
📍 Edmonton