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
Calgary, Alberta, Canada · Hybrid
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insi…
Skills: Leadership, Team management, Process improvement, Office operations, Accounts payable
Calgary, Alberta, Canada · On-site
Job Description AltaGas - Specialist, Supply Fundamentals Reporting to the Director, Strategic Planning and Analysis, the Specialist will play a key role in developing AltaGas’s in-house long-term outlook of liquids and…
Skills: Supply forecasting, Data integration, Financial modeling, Energy market analysis, Strategic planning
Calgary, Alberta, Canada · Hybrid
$115k–$140k/yr
The role – what you’ll do Barr is seeking a senior structural engineer to join our Calgary or Saskatoon team. In this hybrid role, you will support the Engineering and Design structural group as part of multidisciplinary…
Skills: Structural engineering, Dam safety reviews, Hydropower facility design, Project management, Structural analysis
Calgary, Alberta, Canada · Hybrid
$34k–$56k/yr
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insi…
Skills: Customer service, Reception, Administrative support, Microsoft Office, Data entry
Calgary, Alberta, Canada · Hybrid
Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting yo…
Skills: Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking
Calgary, Alberta, Canada · On-site
$50k–$70k/yr
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our except…
Skills: External Audit, Financial Statement Auditing, Risk Assessment, GAAP, CASs
Calgary, Alberta, Canada · Remote OK
Integrity Engineer Posting What We Do Headquartered in Calgary, Vision Integrity delivers engineering, inspection, and environmental solutions across Western Canada. Since 2011, we’ve partnered with industrial and energy…
Skills: Integrity engineering, Fitness for service, Quality system audits, Pressure equipment integrity, ASME codes
Calgary, Alberta, Canada · Remote Solely
The lawyer will be working fully remotely and autonomously for the most part, performing legal document reviews pertaining to LARGE files related to insurance law issues. Regular team meetings will take place virtually. …
Skills: Legal document review, Insurance law, Litigation, Document analysis, Drafting memoranda
Calgary, Alberta, Canada · On-site
We are seeking an experienced Databricks Engineer to join our delivery team on a contract basis to design, build, and optimize modern data platforms on Azure Databricks. In this strategic role, you will work directly wit…
Skills: Databricks, Azure, PySpark, SQL, Data Engineering
Calgary, Alberta, Canada · On-site
$82k–$108k/yr
Job Information Job Title: Senior Policy Analyst Job Requisition ID: 85550 Ministry: Jobs, Economy, Trade and Immigration Location: Edmonton or Calgary Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Per…
Skills: Policy analysis, Legislative interpretation, Labour relations, Research, Problem solving
Millennium EMS Solutions Ltd.Calgary, Alberta, Canada · On-site
The Field Equipment Coordinator plays a key role in supporting MEMS field operations by ensuring equipment, vehicles, and supplies are accurately tracked, maintained, and available to meet project needs. Working closely …
Skills: Equipment Tracking, Inventory Management, Asset Provisioning, Lockout/Tag Out, Project Billing
Calgary, Alberta, Canada · Remote OK
Medpace is growing quickly and we are seeking a Clinical Research Associate to join our team in Alberta or British Columbia Canada. We are an innovative, scientifically oriented mid-sized CRO that is focused on full-serv…
Skills: Clinical Monitoring, GCP, ICH E-6 Guidelines, Health Canada Food and Drug Regulations, Bilingual English and French
Calgary, Alberta, Canada · Hybrid
Chubb is the world’s largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental heal…
Skills: Risk Assessment, Hazard Identification, Technical Report Writing, Fire Protection, Construction Codes
Calgary, Alberta, Canada · On-site
About the Job Kent is seeking an experienced Senior Project Manager to lead multidisciplinary engineering, procurement, construction, and EPCM projects throughout their lifecycle. The successful candidate will provide le…
Skills: Project management, Engineering, Procurement, Construction, EPCM
Calgary, Alberta, Canada · On-site
$165k–$185k/yr
Westerkirk Capital provides an attractive total rewards package that includes comprehensive extended health and dental benefits, an RRSP matching program, and a Workperks membership. Westerkirk Capital Inc. is an equal o…
Skills: Strategic Planning, Program Management, Event Planning, Stakeholder Engagement, Corporate Communications
Calgary, Alberta, Canada · Hybrid
Paid Media Specialist Hey, we got your attention! Thanks for checking us out! We’re hiring and looking for our next top Paid Media Specialist who is ready to contribute to a diverse portfolio of clients across North Amer…
Skills: Paid Media Strategy, PPC, Google Ads, Facebook Ads, LinkedIn Ads
Calgary, Alberta, Canada · On-site
$24/hr–$29/hr
Job DetailsJob Location: Calgary, AB T2P 2T8Position Type: Full TimeSalary Range: $24.00 - $29.00 HourlyTravel Percentage: NoneEisan is looking for a Medical Office Assistant to join our team onsite! The Medical Office A…
Skills: Medical Office Administration, Clinic Coordination, EMR Management, Patient Scheduling, Medical Terminology
Calgary, Alberta, Canada · On-site
JOB DESCRIPTION Purpose The Associate Sales Consultant (ASC) is an entry-level sales position focused on developing foundational sales skills and building a customer base within an assigned territory. The ASC works close…
Skills: Prospecting, Lead Generation, Relationship Building, Sales Presentations, Negotiation
Calgary, Alberta, Canada · On-site
$24/hr–$29/hr
Job DetailsJob Location: Calgary, AB T2P 2T8Position Type: Full TimeSalary Range: $24.00 - $29.00 HourlyTravel Percentage: NoneEisan is looking for a Medical Office Assistant to join our team onsite! The Medical Office A…
Skills: Medical Office Administration, Clinic Coordination, EMR Documentation, Patient Scheduling, Medical Terminology
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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/
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