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HNW Financial Planning Specialist

Job in Calgary, Alberta, D3J, Canada
Listing for: RBC
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Calgary seeks a Financial Planning Specialist to work with Advisors in delivering tailored financial planning to High Net Worth clients. Responsibilities include preparing comprehensive financial plans, coaching analysts, and delivering presentations. The ideal candidate should possess strong communication skills, ten years of relevant experience in financial planning, and a professional designation.

This role offers a comprehensive total rewards program and opportunities for professional growth.
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