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 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
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
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
Address:
REGINA MAIN BRANCH, 2010 11 AVE:REGINACity:
ReginaCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-03-05Application Deadline:
2026-07-22Note: 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 opportunity for all.Join our Talent Community
Stay 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.com.
Financial Planning Specialist • 409 3 AVE S, SUITE 1000:SASKATOON
Join the University of Saskatchewan as a Financial Business Analyst focused on ERP implementation and financial data governance.Contribute to financial strategy while collaborating with diverse sta... Show more
Join Saskatchewan Health Authority in Saskatoon as a Project Management and Planning Specialist.This full-time role involves managing significant projects to enhance infrastructure.You will be resp... Show more
You will play an important role in a dynamic and passionate team, collaborating on a variety of projects of all sizes and scopes in the environment, renewable energies, hydroelectricity, transporta... Show more
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Job Description - Tax and Financial Planning Advisor (2600410).Tax and Financial Planning Advisor - 2600410.Canada’s leading independent investment dealers offering high quality investment products... Show more
Explore a fulfilling career as a Tax and Financial Planning Advisor at Raymond James in Saskatoon.This role combines tax preparation with comprehensive financial services while maintaining work-lif... Show more
A leading Canadian research organization seeks a Financial Analyst to support financial planning, performance tracking, and commercial reporting for a rare earth supply chain project.The role invol... Show more
A leading agricultural input provider is seeking a Senior Advisor, Workforce Planning to oversee the implementation of workforce planning initiatives.The role requires a bachelor's degree and over ... Show more
We are hiring Financial Advisors for multiple locations in Saskatoon.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business client... Show more
Specialist, Project Management And Planning.Salary and benefits as per terms and conditions of employment.Length of Employment: Permanent.How To Apply?: Visit the employer website.Expected Start Da... Show more
Step into the role of Accountant, where you will manage essential accounting responsibilities and support the Finance Team.Share your expertise to enhance program efficiency and stakeholder communi... Show more
Federated Co-operatives Limited (FCL) is hiring a.Senior Manager, Financial Modelling & Advisory.Financial Planning & Analysis team in the Finance Business Unit.Move beyond the numbers and into tru... Show more
Sandvik Mining, Ground Support Division is seeking aFinancial Analyst: General AccountingLocation: Saskatoon, SKCome and join our team! Ground Support Division, Sandvik Mining, is a leading global ... Show more
Build your career in one of Saskatchewan’s newest and most exciting industries - rare earth elements!.Rare earth elements (REEs) power technologies such as electric vehicles, renewable energy, and ... Show more
Start a rewarding home-based career in financial services, making a difference in the lives of families through dedicated support.Work with a company that prioritizes integrity and client protectio... Show more
Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purposed... Show more
Embrace a rewarding career as a Financial Advisor with Sun Life, in Saskatoon.Utilize industry-leading resources to make a positive impact on client finances and lives.In this role, you will take c... Show more
Pursue a fulfilling role as a Remote Financial Advisor at Serenia Life Financial.Help clients secure their futures with innovative insurance and investment solutions while enjoying flexible work ar... Show more
Work Location:Saskatoon, Saskatchewan, CanadaHours:37.Line of Business:Personal & Commercial BankingPay Details:$0.CADThis role is eligible for commission based earnings.TD is committed to providin... Show more
){kind=logo}
){kind=logo}
