Financial Planning Specialist
Waterloo, ONFull Time
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
5+ YOECandidates need five years of tax planning for high net worth clients and five years of broader financial planning experience, plus an accounting designation (CA, CMA, CGA or CPA). Strong written and oral communication, analytical judgment, Microsoft Office and financial planning software such as Conquest or Naviplan are required.
Microsoft Office, Conquest, Naviplan