Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 10 mins ago
S
Bilingual Credit and Collections
Sandvik
Mississauga, ON · Sudbury, ON
- Full-time
Currently, we have an opening for a Bilingual Credit & Collections Specialist. The Bilingual Credit & Collections Specialist will support our Credit and Accounts Receivable function by…
Added 10 mins ago
OT
Campus Recruiter and Student Programs Specialist
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
As the Campus Recruiter and Student Programs Specialist in Early Talent at OTPP, you’ll help students take their first career steps while building Ontario Teachers’ future talent pool.…
Added 10 mins ago
SL
Wealth Specialist
Sun Life
Toronto, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
The Wealth Specialist is a key member of the Wealth Consulting team responsible for supporting advisor development, portfolio analysis, business planning activities, and the execution of…
Added 10 mins ago
CE
HR Business Partner Specialist
Cenovus Energy
Calgary, AB
- Full-time
Reporting to the Senior Manager, HRBP Enabling, the HRBP Specialist provides strategic HR partnership and expertise to the Chief Financial Officer and Finance leadership team. Working…
Added 24 mins ago
SR
Accounts Payable Specialist & Bookkeeper
Sterling Rivers Inc
Toronto, ON
- Full-time
Sterling Rivers is hiring a Accounts Payable Specialist & Bookkeeper to keep our books accurate, our bills paid, and our month-end close running on schedule. This is a hands-on,…
Added 24 mins ago
W
Medical Office Assistant
WorkSafeBC
Richmond, BC
- Full-time
Do you have experience of providing clerical support in a medical office or healthcare environment and have a good command of medical terminology? We have an opportunity for a temporary…
Added 24 mins ago
BD
Architectural Designer & 3D Visualization Specialist
Brightstone Developments
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…We’re looking for an Architectural Designer & 3D Visualization Specialist to help shape our projects and bring them to life through detailed drawings, creative concepts, and compelling…
Added 24 mins ago
UO
Priority Initiatives Program Specialist, VP Development and Alumni
University of Calgary
Calgary, AB
- Full-time
VP Development and Alumni is currently seeking a Full-time Limited Term Priority Initiatives Program Specialist for approximately 22 months.
Added 41 mins ago
SM
Identity and Security Automation Specialist – Enterprise Information Technology (EIT)
Saint Mary's University
Halifax, NS
- Full-time
…looking to fill the position of Identity and Security Automation Specialist to join our Enterprise Information Technology (EIT)…
Added 41 mins ago
RT
Business Intelligence Specialist - Senior
Russell Tobin
Toronto, ON
- $85 to $95 CAD / hour
- Contract
Develop, test, and support AWS Glue Python Shell jobs that extract data from Oracle and OCRE application sources and load it into Amazon Redshift.
Added 41 mins ago
B
Quality Assurance Specialist
Bevertec
Toronto, ON · Greater Toronto Area, Canada
- Contract
We are looking for a Senior Systems Testing & QA Specialist to support core public safety applications like the Offender Tracking Information System (OTIS) and Youth Offender Tracking…
Added 41 mins ago
CR
AU-04 – Senior Rulings Officer and AU-05 – Industry Sector Specialist, Income Tax Rulings Directorate (ITRD), Legislative Policy and Regulatory Affairs Branch (LPRAB), Ottawa-Headquarters
Canada Revenue Agency - Agence du revenu du Canada
Winnipeg, MB
- Full-time
…hiring process. To find out more about the CRA's actions in support of Employment Equity (EE), diversity and inclusion (DI), and read testimonials from our employees and executives, please…
Added 41 mins ago
T
Business Specialist
ThoughtStorm
ON · Ontario, Canada
- Contract
The Agency requires a Senior Business Intelligence Specialist with strong Oracle experience to support the Ontario Clinical Report Exchange (OCRE) project. The resource will develop the…
Added 42 mins ago
Project and Administrative Specialist
Canadian Blood Services
Ottawa, ON
The Project and Administrative Specialist is a hybrid position combining project management support with divisional administrative coordination. The successful candidate will support…
Added 42 mins ago
S
NDT Technician / Quality Specialist
SGS
Burlington, ON
- Full-time
The NDT Technician / Quality Specialist is responsible for performing inspection and non-destructive testing (NDT) on structural steel
Added 42 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Donner l’exemple quant à l’utilisation appropriée de l’application Relation client éLECTRONIQUE afin d’offrir un service à la clientèle de qualité supérieure.
Added 42 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Dartmouth, NS
- Part-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 42 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Pickering, ON
- Part-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 42 mins ago
SD
Specialist, Patient Care
Shoppers Drug Mart
Mississauga, ON
- Full-time
The Patient Care Specialist (PCS) is the single point of contact for patients enrolled in a patient support program. The PCS is responsible for ensuring program service offerings are…
Added 42 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Donner l’exemple quant à l’utilisation appropriée de l’application Relation client éLECTRONIQUE afin d’offrir un service à la clientèle de qualité supérieure.
Added 56 mins ago
DI
Customer Success Specialist (Digital Advertising)
Dandelion Inc
Canada
- Full-time
…know if you require any specific accommodations during the application…
Added 56 mins ago
LC
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Ajax, ON
- Part-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 56 mins ago
LC
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Perth, ON
- Part-time
Ability to conduct sit down makeup and skincare consultations and demonstrate application
Added 56 mins ago
SD
Specialist, Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
The Patient Care Specialist (PCS) is the single point of contact for patients enrolled in a patient support program. The PCS is responsible for ensuring program service offerings are…
Added 56 mins ago
B
Talent Acquisition Specialist
BoomerangFX
Mississauga, ON
- $55,000 to $65,000 CAD / year
- Full-time
We are seeking motivated Talent Acquisition Specialist to drive our recruitment strategy during a period of rapid global expansion. This role is critical to building the high‑performance…

RBC

Financial Planning Specialist

Waterloo, ON, Canada

$85,000.00 - $130,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $85,000.00 - $130,000.00
Job type: Full-time
Apply by: Oct 31, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Job Description

What is the opportunity?

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. 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, tax, risk management and estate 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.
Work collaboratively with the Financial Planning Analyst team 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

Five years experience with tax planning for high net worth clients.
Five years of relevant experience in all aspects of financial planning.
One or more of the following professional designations in Accounting: CA/CMA/CGA/CPA
Effective communication skills both oral and written.
Strong analytical and judgment skills.
Microsoft Office and financial planning software such as Conquest or Naviplan.
Ability to work both as part of a team and independently.

Nice-to-have

Bilingualism in English and French
Investment and insurance industry knowledge are also strong assets.
Certified Financial Planners (CFP) designation.

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:

95 KING ST S:WATERLOO

City:

Waterloo

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-04

Application Deadline:

2026-10-31

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:

$85,000.00 - $130,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.

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.

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.

Apply About employer

More about this job

Responsibilities

The Financial Planning Specialist delivers comprehensive, customized financial plans to high net worth clients while assisting with business development and revenue generation. They collaborate with advisors and the Financial Planning Analyst team to simplify complex strategies and address specific client needs.

Requirements

Candidates must have five years of experience in financial and tax planning for high net worth clients, along with a professional accounting designation such as CA, CMA, CGA, or CPA. Proficiency in Microsoft Office and financial planning software like Conquest or Naviplan is required.

Skills

Financial planning
Tax planning
High net worth client management
Estate planning
Retirement planning
Risk management
Investment planning
Communication skills
Analytical skills
Judgment skills
Microsoft Office
Conquest
Naviplan
Business development
Revenue generation

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock
Training program

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Tax Planning
Estate Planning
Retirement Planning
High Net Worth
Accounting
CA
CMA
CGA
CPA
Conquest
Naviplan
Microsoft Office
Business Development
Revenue Generation
Risk Management
Investment Planning
Financial Services
Client Advisory

Report this job