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AE
Business Analyst - Senior Strategic Planning & Initiatives
American Express
Toronto, ON
- Full-time
This role will contribute to strategy development, strategic communications, and cross-functional processes, providing broad exposure to senior leadership and enterprise priorities. The…
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D
Account Director (6 month FTC)
DEPT®
Toronto, ON · Vancouver, BC
- $90,000 to $100,000 CAD / year
Commercial awareness with business development and client growth experience.
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Administrative Assistant-Wealth Management
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Waterloo, ON
Foster strong working relationships with internal partners and stakeholders to support client referrals and business growth.
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AA
Engineering Co-op
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Brampton, ON
- Full-time
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Woodstock, ON
- $65,000 CAD / year
- Full-time
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EI
Verification & Validation, Systems Engineer
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Toronto, ON
- $120,000 to $170,000 CAD / year
- Full-time
Familiarity with RAMS analyses, safety case development and independent safety assessment processes.
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QW
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Canada
- Contract
10 years of experience as a Business/Functional Consultant.
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CC
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AB · Alberta, Canada
- $71.44 to $128.54 CAD / hour
- Full-time
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ANALYSTE, MISE EN ŒUVRE DE L’ANALYTIQUE – CAN
The Home Depot Canada
Toronto, ON
- Full-time
…continued rollout and integration of marketing tools across the business, primarily from the Adobe product suite (Adobe Analytics, Target). This role is responsible for defining the…
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TH
DIRECTEUR - EFF ORG/DIV - CANADA INCLUS
The Home Depot Canada
Toronto, ON
- Full-time
…projects and processes related to succession planning, career development, performance management, goal setting, organizational development, and talent insights across the Canadian…
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KR
Mechanical Designer
Ker-Train Research Inc.
Kingston, ON
- Full-time
Ker-Train Research Inc. (KTR), a wholly owned Canadian company, has been in business for over 40 years. KTR specializes in the development of new, unique powertrain technologies including…
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ZL
FinOps Architect
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Toronto, ON
- Full-time
Research, development, implement, troubleshoot, and create strategies for cloud cost optimization and provide governance. Analyze variance between actual spending and budgeted amounts and…
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AB
Vice President, OVO Fest
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Toronto, ON
- Full-time
Translate the creative and cultural vision of OVO into an executable business and operational strategy while protecting the authenticity and identity of the brand.
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VC
Program Assistant, Mental Health & Substance Use (Medical Office Assistant/Medical Transcription)
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Vancouver, BC
- Full-time
Grow your career with employer-paid training and leadership development opportunities
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TH
Manager, Organizational Effectiveness and Talent Management
The Home Depot Canada
Toronto, ON
- Full-time
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IBM Supply Chain & EDI Developer
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Pickering, ON
- Contract
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Senior Database Administrator
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Chief Executive Officer
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DevOps Engineer
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FF&E Procurement Specialist
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RBC

Financial Planning Specialist

Waterloo, ON, Canada

$85,000.00 - $130,000.00 · Full-time

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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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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