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Added 12 days ago
Solutions Architect - Salesforce
Element Fleet Management
Toronto, ON
Full-time
We’re looking for a customer-focused and solution-oriented professional to join our team as Solution Architect - Salesforce. In this role, you will support upcoming Salesforce initiatives,…
Added 1 day ago
IVR & Contact Center Solution Architect (Salesforce)
Apptoza Inc.
Toronto, ON
Contract
Role name : IVR & Contact Center Solution Architect (Salesforce)
Added 1 day ago
Salesforce Solutions Expert
Intellibee Inc
ON · Durham, ON
Full-time
NCDHHS ITD is seeking an experienced Salesforce Solution Expert/Architect for leading DCDEE's prestigious project Early Education Integration System at in-house to design and delivery of…
Added 2 days ago
Contact Center Solution Architect
Pacer Group
Toronto, ON
$75 to $80 CAD / hour
Contract
Experience on Designing| Configuring and implementing Voice-Enabled Contact Center Solutions using Salesforce and any CIVR system (Amazon Connect preferred).
Added 3 days ago
Salesforce Solution Architect
Cognizant
Toronto, ON
Full-time
As a Salesforce Solution Architect, you will make an impact by defining and delivering end-to-end Salesforce solutions that align with business strategy and enterprise-wide technology…
Added 5 days ago
Solutions Architect
RBC
Toronto, ON
Full-time
As a Senior Solutions Architect for Advisor and ATM technologies, you will have the opportunity to define technical solutions for initiatives that evolve RBC P&CB’s ability to be the…
Added 5 days ago
Solutions Architect
Royal Bank of Canada
Toronto, ON
Full-time
As a Senior Solutions Architect for Advisor and ATM technologies, you will have the opportunity to define technical solutions for initiatives that evolve RBC P&CB’s ability to be the…
Added 12 days ago
Security Customer Solutions Architect
Softchoice
Toronto, ON
At Softchoice, a World Wide Technology (WWT) company, we work together to make a new world happen. As an IT solutions provider serving U.S. commercial and SMB organizations, as well as the…
Added 24 days ago
Manager, Technical Solutions, Cloud Applied AI
Google
Waterloo, ON
10 years of experience in customer-facing technical roles (e.g., Solutions Architect, Forward Deployed Specialist, Principal Consultant) with a focus on enterprise systems.
Added 24 days ago
AI Solutions Deployment Manager, Cloud Applied AI, Telco
Google
Waterloo, ON
8 years of experience in customer-facing technical roles (e.g., Solutions Architect, Forward Deployed Specialist, Principal Consultant) with a focus on enterprise systems.
Added 25 days ago
Staff AI Solutions Deployment Developer, Applied AI
Google
Waterloo, ON
8 years of experience in customer-facing technical roles (e.g., Solutions Architect, Forward Deployed Specialist, Principal Consultant) with a focus on enterprise systems.
Added 1 month ago
Sales Engineer (Bilingual - French)
SOTI
Mississauga, ON
Full-time
AWS Certified Solutions Architect Associate certification.
Added 1 month ago
Security Customer Solutions Architect
Softchoice
Vancouver, BC · Toronto, ON
At Softchoice, a World Wide Technology (WWT) company, we work together to make a new world happen. As an IT solutions provider serving U.S. commercial and SMB organizations, as well as the…
Added 1 month ago
Cloud Sales Representative (CSR), AWS Canada
Amazon
Vancouver, BC · Toronto, ON
…provides the opportunity to introduce the most relevant cloud solutions from the leading cloud company to new/existing…
Added 1 month ago
Senior Salesforce Developer
CGI
Victoria, BC
Full-time
CGI's Vancouver Salesforce practice is seeking a Senior Salesforce Developer to design and build robust, scalable solutions on the Salesforce platform for our public sector and healthcare…
Added 9 days ago
Senior Delivery Consultant - Connect and Lex, Amazon Connect Center of Delivery Excellence
Amazon Web Services (AWS)
Toronto, ON
Full-time
5+ years of experience as a contact center technology architect, enterprise IT Architect or senior contact center developer working with leading contact center technology platforms and…
Added 4 months ago
Senior Architect - Customer & Broker Engagement Technology
Wawanesa Insurance
Winnipeg, Manitoba
Other
Under minimal supervision, this role contributes to Wawanesa’s success by providing high level design of enterprise IT solutions, developing enterprise technology roadmaps, architecture…
Added 4 months ago
Salesforce Solution Architect
Connor, Clark & Lunn Financial Group (CC&L)
Toronto, Ontario
Full-time
Interested in joining one of Canada’s top performing asset managers? We are looking for a Salesforce Solution Architect for an existing vacancy in our IS department. Joining as the…
Added 10 days ago
Senior Application System Analyst
Sobeys
Calgary, AB
Full-time
…ensuring smooth operations and driving improvements in our Salesforce Service Cloud, B2B Commerce Cloud, and NetZero cloud platforms within the IT Ecommerce and Shared Solutions Team…
Added 3 months ago
Forward Deployed AI Engineer
Keyrus Canada
Toronto, ON · Montreal, QC
Full-time
…discipline you master and a story you help write to become a Keyrus Architect of…
Added 2 days ago
Wealth Planning Specialist
RBC
Guelph, ON
Full-time
If you want to jump into an entrepreneurial environment, architect comprehensive wealth planning solutions for high net worth clients, support leading our team's wealth planning strategy,…
Added 1 day ago
IVR / Contact Centre Solution Architect (Salesforce experience with Amazon Connect)
Apptoza Inc.
Toronto, ON
Contract
Role Descriptions: IVR-Contact Center Solution Architect Position Salesforce Service Cloud Voice
Added 2 days ago
Wealth Planning Specialist
Royal Bank of Canada
Guelph, ON
Full-time
If you want to jump into an entrepreneurial environment, architect comprehensive wealth planning solutions for high net worth clients, support leading our team's wealth planning strategy,…
Added 1 day ago
Wealth Planning Specialist
RBC Dominion Securities
Guelph, ON
Full-time
If you want to jump into an entrepreneurial environment, architect comprehensive wealth planning solutions for high net worth clients, support leading our team's wealth planning strategy,…
Added 2 days ago
Database & Enterprise Systems Specialist
Innovasea
NS · Bedford, Nova Scotia
Full-time
…In-no-va-see) is at the forefront of revolutionizing aquaculture solutions and advancing the science of fish tracking. We provide complete end-to-end solutions to improve sustainable fish…

RBC Dominion Securities

Wealth Planning Specialist

Guelph, ON, Canada

Pay: $38,000.00- $60,000.00
Job type: Full-time
Apply by: Oct 2, 2026
Experience: 10+ years of securities industry and complex wealth/financial planning experience
Posting language: English
Posted: Sep 18, 2026

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Original job description

Job Description

If you want to jump into an entrepreneurial environment, architect comprehensive wealth planning solutions for high net worth clients, support leading our team's wealth planning strategy, and establish yourself as a recognized expert and thought leader in complex financial planning on one of the best advisor teams in the country, then you should definitely read on!

Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local community initiatives in Guelph, Wellington County, and the surrounding areas.

THE ROLE

We are looking to add another Wealth Planning Specialist and as an integral member of the ES Private Wealth team, you will partner with our Senior Wealth Planning Specialist, Advisors, Associates, and internal and external partners to deliver comprehensive and customized financial planning and wealth management expertise to our High Net Worth (HNW) clients. You will provide thorough discovery, coordinate with specialized internal and external partners, manage complex financial planning situations, and serve as a trusted resource for the entire team on wealth planning matters.

Top 5 Job Responsibilities

Complex Financial & Wealth Planning – Develop comprehensive financial plans for qualifying clients based on complexity, money in motion, and insurance solutions, and provide ongoing wealth support to team members and clients, including single-issue meetings and strategic guidance.

Service Plan & Coordination with Partners – Prepare detailed financial and wealth plans every three to five years for and based on needs, coordinate internal partner meetings (Family Office, HNW, Will & Estate, Philanthropy, Private Banking, Commercial Banking, Financial Literacy, Elder Care, etc.), and facilitate proactive discussions with external advisors (tax, legal, etc.). Be the connective tissue between our clients, partners, and trusted professionals that enables a family office solution.

Insurance Practice Management – Coordinate new insurance opportunity meetings with our prospects, clients and estate planning specialist team, manage annual insurance touchpoints, work alongside our internal insurance champion on policy administration, and serve as liaison on all in-force and new insurance matters.

Knowledge Leader & Team Resource – Answer wealth planning questions across the team (tax, insurance, financial planning), raise knowledge and comfort levels on complex issues across the ES Private Wealth team through lunch-and-learns and educational content sharing, and provide support for digital content, client presentations, and partner seminars.

Business Development & Process Improvement – Build and foster relationships with Centers of Influence (both internal and external partners), make impactful introductions to advance team goals, and continuously review and improve existing wealth planning, financial planning, and insurance management processes to enhance capabilities.

Required Qualifications & Work Experience

Certified Financial Planner (CFP) Designation
10+ years of securities industry and complex wealth/financial planning experience
Demonstrated skills in providing world-class client service that is professional, warm, thoughtful, and proactive
Meticulous attention to detail with strong organizational and time management skills
Demonstrated ability to manage highly confidential information with professionalism
Exceptional verbal and written communication skills with ability to present confidently to diverse audiences

CONSIDERED AN ASSET

Professional designations such as FEA, CPA, CGA, CMA, LLB, TEP, Master's in Tax (M.Tax), or Completed CPA Canada’s In-Depth Tax Course
Willingness to continue education or pursue more advanced tax and financial planning designations
Investment and insurance industry experience
Specific experience with RBC Dominion Securities and its applications
Experience with Salesforce or other Customer Relationship Management (CRM) software
Strong proficiency in video conferencing and collaboration tools (Slack, WebEx Teams, Microsoft Teams, Zoom)
Advanced proficiency in Microsoft Office Products (Outlook, Word, PowerPoint, Excel)
Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity

WHAT’S IN IT FOR YOU?

Elinesky Schuett Private Wealth attributes its success to its team members. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

Competitive base salary and variable performance bonuses
Comprehensive health benefits and matching programs
Competitive team and office perks including strong vacation, personal, sick, and flex day policies
Fun team events and active participation in the community

What this means for you:

In addition to the Pay Range and variable bonus outlined below, your total earning potential includes additional incentive opportunities. Your expected total compensation can be up to $250,000 annually.

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

42 WYNDHAM ST N:GUELPH

City:

Guelph

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-28

Application Deadline:

2026-10-02

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$38,000.00- $60,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.5x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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</a/p>

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.

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More about this job

Responsibilities

The Wealth Planning Specialist will architect comprehensive wealth planning solutions for high net worth clients and coordinate with internal and external partners to deliver customized financial strategies. They will also serve as a knowledge leader for the team, manage insurance practice operations, and drive business development through relationship building.

Requirements

Candidates must hold a Certified Financial Planner (CFP) designation and possess over 10 years of experience in the securities industry and complex wealth planning. Exceptional communication skills, meticulous attention to detail, and a professional, proactive approach to client service are required.

Skills

Wealth planning
Financial planning
Investment management
Client service
Insurance solutions
Relationship management
Strategic guidance
Business development
Process improvement
Salesforce
Microsoft Office
Video conferencing
Tax planning
Estate planning
Communication
Organizational skills

Benefits

Competitive base salary
Variable performance bonuses
Comprehensive health benefits
Matching programs
Vacation policy
Personal days
Sick days
Flex day policies
Team events

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
CFP
RBC Dominion Securities
High Net Worth
Financial Planning
Investment Management
Insurance
Estate Planning
Salesforce
CRM
Tax Planning
Business Development
Client Service
Microsoft Office
Slack
WebEx
Microsoft Teams
Zoom
AI Tools
ChatGPT
Claude
Perplexity
FEA
CPA
TEP
Wealth Management
Family Office
Financial Literacy
Elder Care
Commercial Banking

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