Jobs in Canada

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Added 4 mins ago
AE
Business Analyst - Senior Strategic Planning & Initiatives
American Express
Toronto, ON
- Full-time
The Business Analyst - Senior Strategic Planning & Initiatives supports the Canada leadership team in delivering strategic priorities aligned with the multi-year growth strategy (Amex…
Added 4 mins ago
MB
Senior Network Analyst
Moby Business
Calgary, AB
- Full-time
We’re hiring a Senior NOC Analyst to be the technical anchor of our Network Operations Center. The job is to keep the network running and to make the NOC better. You’ll lead incident…
Added 4 mins ago
TH
ANALYSTE, MISE EN ŒUVRE DE L’ANALYTIQUE – CAN
The Home Depot Canada
Toronto, ON
- Full-time
Purpose: The Analytics Implementation Analyst will support the digital data capture roadmap for the continued rollout and integration of marketing tools across the business, primarily from…
Added 4 mins ago
CA
Senior Financial Analyst
Canadian Accounting Consultants [CPA Recruitment]
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…an autonomous role for someone who wants to understand the business, challenge existing processes, and partner with operational leaders - not simply complete routine…
Added 4 mins ago
ZL
FinOps Architect
ZenithInfotek LLC
Toronto, ON
- Full-time
Master’s degree in computer science or finance business or related field
Added 4 mins ago
T
Senior Network Security Analyst
TEEMA
AB · Edmonton, AB
- $60 to $90 CAD / hour
- Contract
We are seeking an experienced Senior Network Security Analyst for an urgent 6-month contract opportunity in Leduc, Alberta.
Added 4 mins ago
VS
AEM Business Analyst, preferable AEMaaCS experience ||Calgary, AB(Onsite)
Verito Solutions Inc
Calgary, AB
- Contract
AEM Business Analyst, preferably AEMaaCS experience
Added 4 mins ago
MM
Analyst II - Account Management - Captives
Marsh McLennan
Halifax, NS
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 4 mins ago
TH
Analytics Implementation Analyst
The Home Depot
Canada
- Full-time
Purpose: The Analytics Implementation Analyst will support the digital data capture roadmap for the continued rollout and integration of marketing tools across the business, primarily from…
Added 4 mins ago
IT Service Desk Analyst
Drax Group
Prince George, BC
As an IT Service Desk Analyst at Drax, the purpose of this role is to provide outstanding customer service to all users of the IT services that support Drax Group IT and align with the…
Added 19 mins ago
R
Financial Planning Specialist
RBC
Waterloo, ON
- Full-time
…Management. As a valued partner, you will also assist with business development, opportunity spotting and revenue…
Added 19 mins ago
T
Senior Governance & Control Analyst (ATHN466)
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 19 mins ago
T
Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 34 mins ago
M&
Test Analyst
Malisa & Partners Legal Practitioners
Canada
- Full-time
We are seeking a detail-oriented and quality-focused Test Analyst to ensure the reliability, functionality, and performance of software applications. This role is responsible for designing…
Added 34 mins ago
HM
Junior Data Analys
Hossam Magdy And Partners
Canada
- Full-time
We are seeking a detail-oriented and analytical Junior Data Analyst to support data collection, reporting, and business intelligence initiatives. This role is ideal for recent graduates or…
Added 34 mins ago
AM
Operations Analyst - Entry to Mid Level
Assiut Motorsport
Canada
- Full-time
We are seeking a detail-oriented and analytical Operations Analyst to support business operations through data analysis, process improvement, and performance monitoring. This role is…
Added 34 mins ago
RD
Risk Systems Analyst - ARCHER
Randstad Digital
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
…individuals and institutions, they boldly embrace innovation to drive business growth. Joining their team means becoming part of a diverse, inclusive, and dedicated group of professionals…
Added 34 mins ago
BI
AEM Business Analyst
BURGEON IT SERVICES
Calgary, AB
- Contract
Strong AEM Business Analyst with 10+ Years of experience, preferable AEMaaCS experience.
Added 34 mins ago
BI
AEM Business Analyst
BURGEON IT SERVICES
Calgary, AB
- Contract
Strong AEM Business Analyst with 10+ Years of experience, preferable AEMaaCS experience.
Added 34 mins ago
GS
Business Analyst – Adobe Experience Manager (AEM)
Gala Solutions
Calgary, AB
- Contract
Strong AEM business analyst with 10+ years of experience, preferably AEMaaCS experience.
Added 34 mins ago
Agile Team Coach, Direct Venture
Wawanesa Insurance
Toronto, ON · Winnipeg, MB · Kitchener, ON · Montreal, QC · North York - Toronto, ON (Hybr, ON
Working Business Language: English. This role is considered a head-office role and will be required to communicate with internal stakeholders across Canada where the primary business…
Added 34 mins ago
GD
Systems Engineer, Land C5ISR - Tactical Communications
General Dynamics Missions System International
Calgary, AB
- Full-time
We are currently looking for an Intermediate Systems Engineering Analyst to help shape the evolution of the Land Command Support System (LCSS) network supporting the Canadian Armed Forces’…
Added 1 hour ago
GT
Senior Analyst, Trading Systems Management
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $50 to $58 CAD / hour
- Contract
The Senior Analyst, Trading Systems Management plays a key role in supporting and evolving trading and order management systems across multiple asset classes. This position combines system…
Added 1 hour ago
GD
Systems Engineer, Land C5ISR - Tactical Communications
General Dynamics Mission Systems–Canada
Calgary, AB
- Full-time
We are currently looking for an Intermediate Systems Engineering Analyst to help shape the evolution of the Land Command Support System (LCSS) network supporting the Canadian Armed Forces’…
Added 1 hour ago
C
AEM Business Analyst
Coforge
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Strong AEM Business Analyst, preferable AEMaaCS experience.

RBC

Financial Planning Specialist

Waterloo, ON, Canada

$85,000.00 - $130,000.00 · Full-time

Apply on rbc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $85,000.00 - $130,000.00
Job type: Full-time
Apply by: Dec 31, 2026
Posting language: English
Posted: Nov 13, 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

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:

2026-11-13

Application Deadline:

2026-12-31

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 range 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.

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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 on rbc.wd3.myworkdayjobs.com 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 in areas like tax, retirement, and estate planning.

Requirements

Candidates must have at least five years of experience in financial and tax planning for high-net-worth individuals. A professional accounting designation such as CA, CMA, CGA, or CPA is required, along with proficiency in financial planning software.

Skills

Financial planning
Tax planning
Wealth management
Retirement planning
Estate planning
Risk management
Business development
Revenue generation
Analytical skills
Communication skills
Microsoft Office
Conquest
Naviplan
Investment knowledge
Insurance industry knowledge

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Training program

Visa sponsorship

Not detected in the job text

Keywords

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

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Work requirements

Jobs in Canada