Jobs in Canada

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Added 7 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 7 mins ago
S
Collateral Management Analyst
SPECTRAFORCE
Toronto, ON
- $32 to $35 CAD / hour
- Contract
An Analyst within Collateral Risk Management will primarily be focused on the effective and efficient mitigation of counterparty credit risk. The Analyst is responsible for supporting the…
Added 7 mins ago
CA
Senior Financial Analyst
Canadian Accounting Consultants [CPA Recruitment]
Toronto, ON · Greater Toronto Area, Canada
- Full-time
CPA designation with a strong foundation in financial reporting, accounting, and analysis.
Added 7 mins ago
ZL
FinOps Architect
ZenithInfotek LLC
Toronto, ON
- Full-time
Advanced experience with enterprise cloud cost management and optimization tools, basic FinOps vocabulary, concepts, processes, basic financial accounting and knowledge
Added 7 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 22 mins ago
R
Financial Planning Specialist
RBC
Waterloo, ON
- Full-time
Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans.
Added 22 mins ago
T
Senior Governance & Control Analyst (ATHN466)
TD
Toronto, ON
- Full-time
Reporting to the Manager, Governance and Control, the Senior Governance and Control Analyst supports Canadian Commercial Bank by leading defined governance and control activities, providing…
Added 22 mins ago
T
Analytics Engineer II
TD
Toronto, ON · Markham, ON
- Full-time
Provide recommendations on financial / monetization goals to deliver on (e.g. quantify functional value, cost savings and revenue generated etc.)
Added 37 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 37 mins ago
RD
Risk Systems Analyst - ARCHER
Randstad Digital
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
Our client is a leading, privately owned financial services organization that has been helping Canadian investors build better financial futures for over 35 years. Offering a wide range of…
Added 37 mins ago
Agile Team Coach, Direct Venture
Wawanesa Insurance
Toronto, ON · Winnipeg, MB · Kitchener, ON · Montreal, QC · North York - Toronto, ON (Hybr, ON
…Wawanesa Life, a provider of life insurance products; and Western Financial Group, a leading national distributor of personal and commercial…
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
RH
Credit Analyst
Robert Half
AB · Edmonton, AB
- $70,000 to $75,000 CAD / year
- Full-time
As a Credit Analyst, you will be responsible for assessing and monitoring customer credit risk, establishing credit limits, analyzing financial information, and ensuring compliance with…
Added 1 hour ago
T
Software Engineer III - Tech Lead (Golang)
TD
Toronto, ON
- Full-time
Must Havehat We're Looking For
Added 1 hour ago
T
Associate Investment Advisor I
TD
Surrey, BC
- Full-time
Optional: Certified International Wealth Manager (CIWM) designation, Certified Financial Analyst (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP)
Added 1 hour ago
T
IT Operations Analyst I
TD
London, ON
- Full-time
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product,…
Added 1 hour ago
RH
Senior Financial Analyst
Robert Half
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
Our client, an established organization is seeking a motivated and analytical Senior Financial Analyst to join its finance team. This is an excellent opportunity for a finance professional…
Added 1 hour ago
Actuarial Consultant - Corporate Actuarial - Reserving (All Levels)
Wawanesa Insurance
Toronto, ON · AB · Winnipeg, MB · Moncton, NB · Ottawa, ON · Kitchener, ON · Montreal, QC · Vancouver, BC · Lloydminster, AB · Dartmouth, NS · Calgary, AB · Lethbridge, AB · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
…Wawanesa Life, a provider of life insurance products; and Western Financial Group, a leading national distributor of personal and commercial…
Added 1 hour ago
E
Sr Analyst Capital Assets
Enbridge
Calgary, AB
- Full-time
…innovation, and sustainable growth. We are looking for a Sr Analyst Capital Assets to provide accounting and analytical support to the Fixed Asset Accounting team, ensuring capital asset…
Added 2 hours ago
SC
Senior Analyst / Consultant
SATOV Consultants
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Job Location: Downtown Montréal (at least 3 days per week in-office) · Lieu : Centre-ville de Montréal (au moins 3 jours par semaine au bureau)
Added 2 hours ago
SH
Senior Business Analyst
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
Senior Business Analysts are part of a team of accounting professionals providing financial and statistical/utilization information, analysis and strategic problem solving to…
Added 3 hours ago
H
Senior Financial Analyst
Haystack
Canada
- Full-time
…the next forecast. This technology company is hiring a Senior Financial Analyst to take ownership of commercial models and make recurring reporting clearer and more…
Added 3 hours ago
NG
Finance Business Systems Analyst
NFI Group Inc.
Winnipeg, MB
- Full-time
Strong understanding of financial and accounting processes, including budgeting, forecasting, financial reporting, General Ledger, AP/AR, Fixed Assets, and Tax.
Added 4 hours ago
J
Senior Compensation Analyst
Jobgether
Canada
- $82,500 to $110,000 CAD / year
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Compensation Analyst based in Canada.
Added 4 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Title: Senior Financial Analyst - Corporate Accounting

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