Take the next step in your career with the Financial Planning Specialist role at Royal Bank of Canada in Calgary. This full-time position is designed for specialists skilled in complex financial planning and client relationship management.

Royal

Bank of Canada seeks a Financial Planning Specialist dedicated to creating personalized financial strategies. You will utilize your ten years of experience in financial planning to provide expert advice on investments and risk management.

Your role will include coaching junior analysts and promoting a cooperative and inclusive work culture. Key Responsibilities:
Prepare and present tailored financial plans
Simplify complex financial approaches for Advisors
Coach Financial Planning Analysts in their role
Cultivate professional networks and referral sources
Support a culture of innovation and diversity Requirements:
Minimum ten years of experience in financial planning
Relevant professional designation required
Proficient in financial planning software and Microsoft Office
Strong analytical skills and communication abilities
Investment and insurance industry knowledge is a plus Contribute to RBC’s vision of creative, client-focused financial planning.

📌 Royal Bank Financial Planning Specialist Role Calgary (Canada)
🏢 Tobermory
📍 Canada