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Financial Planning Specialist

0000050599 RBC Dominion Securities Inc.

Waterloo, Ontario, Canada Full time March 17, 2026
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Opportunity 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...
    • Full time Financial Specialists

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    Opportunity Details

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

    About 0000050599 RBC Dominion Securities Inc.

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    0000050599 RBC Dominion Securities Inc.

    Waterloo, Canada

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