Financial Planning Specialist

Rbc

WATERLOO, Ontario, CanadaPosted Jul 9, 2026 · 4d agoCA$90k – CA$140k

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Full-timeCA$90k – CA$140kMid LevelOn-siteBanking

About this role

Join RBC's Wealth Management team as a Financial Planning Specialist in Waterloo, Ontario. You will partner with advisors to create customized financial plans for High Net Worth clients, focusing on investment, retirement, tax, risk, and estate planning. This role also involves supporting business development and opportunity spotting.

What we are looking for

Prepare comprehensive financial plans for HNW clients
Specialize in investment, retirement, tax, risk, and estate planning
Simplify complex financial strategies for advisors
Collaborate with Financial Planning Analyst team
Requires 5 years of tax planning experience for HNW clients
Requires professional designation in Accounting (CA/CMA/CGA/CPA)

Skills mentioned

Microsoft Office

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