Posted yesterday
Financial Planning Specialist
@ RBC Dominion Securities Inc.
Waterloo, Ontario
Overview
RBC Dominion Securities is hiring a Financial Planning Specialist in Waterloo to support advisors in delivering comprehensive financial plans for High Net Worth clients. The role covers tax, retirement, estate and risk planning, plus business development. The posting states a full-time salaried position at $85,000 to $130,000 with a discretionary variable compensation program.
Responsibilities:
- Prepare comprehensive financial plans for HNW clients
- Personalize plans on complex issues such as holding companies and stock options
- Simplify complex strategies to assist advisors
- Collaborate with the Financial Planning Analyst team
- Build internal and external networks and referral sources
Requirements summary:
- Five years of tax planning experience for high net worth clients
- Five years of relevant financial planning experience
- CA, CMA, CGA or CPA designation
- Effective oral and written communication skills
- Proficiency with Microsoft Office, Conquest or Naviplan
Tools & skills
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-12
- First seen by our source
- 2026-11-13
- Source record updated
- 2026-11-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Business operations |
| Experience | 5+ years |
| Hours per week | 37.5 |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CA, CMA, CGA, CPA |
| Fields of study | Accounting |
| Perks mentioned | Flexible hours, Performance bonus, Stock or equity, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
RBC Dominion Securities Inc.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
- LinkedIn followers
- 55,794
- People associated on LinkedIn
- 6,107
- Reported office locations
- 155 Wellington Street West, Toronto, ON M5V 3K7, CA
- Other recorded names
- RBC Dominion Securities
- Specialties
- Investing and Portfolio Management
- Estate Planning
- Retirement Planning
- Business Financial Planning
- Not-For-Profit Organizations
- and High-Net-Worth Portfolios
- Profile identifies a recruitment agency
- No
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…
| Field | Value |
|---|---|
| Industry | Investment Management |
| Company size | 5,001-10,000 employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Year founded | 1901 |
| Specialties | Investing and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios |
| Open jobs on Jobsy | 128 |
| View page |
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:WATERLOOCity:
WaterlooCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-11-13Application Deadline:
2026-12-31Note: 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 - $130,000.00The 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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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.
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