Calgary, Alberta, Canada · On-site
Job Description 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…
Skills: Financial planning, Investment management, Retirement planning, Risk management, Business development
Bristol, England, United Kingdom · Hybrid
Job Description What is the opportunity? We have a fantastic opportunity available for a Wealth Paraplanner to join our Bristol or Cheltenham office on a permanent basis. This role is designed for someone eager to drive …
Skills: Financial planning, Estate planning, Trusts, Offshore bonds, Pensions
Houston, Texas, United States · On-site
Job Description What is the Opportunity? You will be an Investment Banking Associate supporting the Energy Coverage Team based out of our Houston, TX office. What will you do? Assist in the execution of M&A and financing…
Skills: Investment Banking, Financial Analysis, M&A Execution, Financial Modeling, Capital Markets
Westmount, Quebec, Canada · On-site
Job Description What is the opportunity? As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving te…
Skills: People management, Coaching, Sales management, Business growth, Client relationship management
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? The Director, Forecasting & Balance Sheet Analytics provides strategic leadership and guidance for the Personal Banking and Commercial Banking (PB & CB) financial planning and ana…
Skills: Financial planning, Balance sheet management, Capital management, Financial modeling, Strategic leadership
Russell, Manitoba, Canada · On-site
Job Description Client Advisor, Personal & Commercial Banking What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion …
Skills: Customer service, Digital literacy, Communication, Emotional intelligence, Financial concepts
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? The Creative Team is hiring an Intermediate Copywriter to support our creative services. This person must be able to conceptualize and execute insightful ideas, advertising, comm…
Skills: Copywriting, Creative conceptualization, Brand marketing, Digital content creation, Social media strategy
Halifax, Nova Scotia, Canada · On-site
Job Description What is the opportunity? As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving te…
Skills: People management, Coaching, Sales management, Business growth, Client relationship management
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? The Associate Director – Commodity Local Market Risk, Group Risk Management, will play a pivotal role in establishing and maintaining a top-tier risk oversight framework. Key resp…
Skills: Market risk, Commodities, Financial derivatives, Stress testing, Scenario analysis
Ottawa, Ontario, Canada · On-site
Job Description What is the opportunity? As Manager, Credit Structures, you will be a credit professional providing innovative credit solutions, professional value-added advice, and credit expertise to Private Banking cl…
Skills: Credit granting, Financial statement analysis, Client relationship management, Credit advice, Private banking
Minneapolis, Minnesota, United States · On-site
$90k–$160k/yr
Job Description What is the opportunity? The Senior Initiatives Manager supporting Asset Services (Corporate Actions, Dividends, Bond Payments, Physical Securities Processing) will plan, organize and implement large and …
Skills: Project management, Vendor management, Risk management, Business analysis, Operations management
Mississauga, Ontario, Canada · On-site
$46k–$70k/yr
Job Description What is the opportunity? Lead through innovation, collaboration, and trusted advice that empowers clients and strengthens communities. What will you do? Pre-screen, prepare and input all financial and var…
Skills: Financial transaction processing, Mutual fund administration, Segregated funds, Reconciliation, Trade settlement
Calgary, Alberta, Canada · On-site
Job Description RBC Capital Markets is a part of the Royal Bank of Canada, one of the largest providers of financial services in the world. RBC ranks among the top five banks in North America by market capitalization and…
Skills: Financial analysis, Credit analysis, Market analysis, Sales, Trading
Toronto, Ontario, Canada · On-site
$67k–$110k/yr
Job Description What is the Opportunity? We're looking for a solution-oriented, action-oriented, and highly driven Manager to join our high-impact team, working closely with the Head of National Initiatives on driving fo…
Skills: Strategic thinking, Communication, Project management, Data analysis, Relationship building
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? Lead a mission-critical program portfolio governing settlement, clearing, and middle office operations for RBC Capital Markets. You'll drive strategic technology transformation ac…
Skills: Program Management, Portfolio Governance, Capital Markets, Strategic Planning, Stakeholder Management
Montreal, Quebec, Canada · Remote OK
Job Description This position offers the opportunity for a remote work What is the opportunity? As a Mortgage Specialist Associate, you provide direct client and sales support to Mortgage Specialists, to enable them to f…
Skills: Home equity financing, Client support, Sales support, Problem resolution, Microsoft Office
Kawartha Lakes, Ontario, Canada · On-site
Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their…
Skills: Client advisory, Sales, Problem-solving, Digital literacy, Financial transactions
Port Moody, British Columbia, Canada · Hybrid
Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to th…
Skills: Client centricity, Communication, Critical thinking, Curious mindset, Financial planning
Putrajaya, Putrajaya, Malaysia · On-site
Job Description WHAT IS THE OPPORTUNITY? This role works within the Operations Control team which is part of the Middle Office department of Wealth Management Asia. Responsible for timely and accurate creation of KPI and…
Skills: Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery
Vancouver, British Columbia, Canada · On-site
Job Description What is the opportunity? Global Functions Technology (GFT) is part of RBC’s Technology and Operations division. GFT’s impact is far-reaching as we collaborate with partners from across the company to deli…
Skills: Python, Java, Scala, PySpark, Kafka
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The Financial Planning Specialist will prepare comprehensive financial plans for high-net-worth clients, covering investment, retirement, and risk management. They will also assist advisors with business development, revenue generation, and provide coaching to financial planning analysts.
Candidates must have at least ten years of relevant experience in financial planning and hold a professional designation such as CA, CGA, LLB, or CMA. Strong analytical, judgment, and communication skills are essential for this role.
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.
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
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
Financial planning designation: CFP or RFP
Investment and insurance industry knowledge are also strong assets
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
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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RBC 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.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
Offices: 200 Bay Street, Toronto, Ontario M5J 2J5, CA · 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA · 2 Park St, Sydney, NSW 2000, AU · 100 Bishopsgate, London, England EC2N 4AA, GB · Persiaran Apec, Cyberjaya, Selangor 63000, MY
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
Offices: 200 Bay Street, Toronto, Ontario M5J 2J5, CA · 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA · 2 Park St, Sydney, NSW 2000, AU · 100 Bishopsgate, London, England EC2N 4AA, GB · Persiaran Apec, Cyberjaya, Selangor 63000, MY
