Full time

Financial Planning Specialist

Posted by 0000050599 RBC Dominion Securities Inc. • March 17, 2026

📍 Waterloo, Ontario, Canada

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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 Plan...
            

Job Details

Location Waterloo, Ontario
Job Type Full time
Category Financial Specialists
Posted March 17, 2026
Deadline April 26, 2026

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