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Financial Planning Assistant Jobs in Alberta (NOW HIRING)

Raymond James Ltd.

Financial Planner

Cochrane, AB · On-site

CA$75K - CA$90K/yr

... assistant. Strong knowledge of retirement, tax, estate, and cash-flow planning. Confidence in presenting and explaining complex planning concepts clearly and effectively. Ability to work ...

Td

Financial Planner - Sunridge

Calgary, AB · On-site

CA$60K - CA$70K/yr

... planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice ...

Td

Financial Planner - Airdrie

Airdrie, AB

CA$60K - CA$70K/yr

... planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice ...

Td

Financial Planner - Edmonton

Edmonton, AB · On-site

CA$60K - CA$70K/yr

... planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice ...

Orion Steel Group LLC

FP&A Manager

Calgary, AB · On-site

... FP&A Manager will be a key member of the Interpro Canada Corporate Finance team, responsible for ... Responsible for monthly rolling cash flow forecasting * Assist with preparation of monthly ...

Clio

Systems Specialist, FP&A

Calgary, AB · Hybrid

Coordinate with teammates and stakeholders to resolve bugs and execute system enhancements that improve the user experience. * Assist in maintaining FP&A integrations with connected applications:

Scotiabank

Financial Advisor Edmonton

Edmonton, AB · On-site

Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their ... Complete financial planning in the areas of risk management, estate planning, liability management ...

Whitefox

Finance Business Partner

Calgary, AB · On-site

Coordinate the flow of financial and operational information required for monthly reporting, forecasting, budgeting, and business planning. * Assist/working with project managers to provide accurate ...

Amrize

Financial Reporting Lead

Calgary, AB · On-site

Join Amrize as a Financial Reporting Lead and help construct what's next. If you're ready to put ... work environments. * Assist with planning and execution of various forecasting campaigns.

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Alberta

Financial Planning Assistant information

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Alberta?

The most popular types of Financial Planning jobs in Alberta are:

What are popular job titles related to Financial Planning Assistant jobs in Alberta?

For Financial Planning Assistant jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Alberta look for?

The top searched job categories for Financial Planning Assistant jobs in Alberta are:

What cities in Alberta are hiring for Financial Planning Assistant jobs?

Cities in Alberta with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Financial Planning Specialist

Edmonton, AB • On-site

Royal Bank of Canada
Banking and Credit Intermediation • 10K+ employees
Learn more about Royal Bank of Canadaexternal

Full-time

Retirement

Re-posted 2 days ago

Job description

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

What do you need to succeed?

Must-have

  • 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

Nice-to-have

  • Financial planning designation: CFPor RFP

  • Investment and insurance industry knowledge are also strong assets

What's in it for you?

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

Job Skills

Additional Job Details

Address:

10111 104 AVE NW:EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-05

Application Deadline:

2026-08-25

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

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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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.

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.

Employment Type: FULL_TIME

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