Financial Planning Specialist

RBC; Toronto; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Total rewards program

Job summary

RBC in Toronto is seeking a Financial Planning Specialist to partner with our advisors in delivering comprehensive, customized financial plans to high net worth clients within RBC Wealth Management. You will also assist with business development, opportunity spotting and revenue generation.

The role requires five years of tax planning for HNW clients and broad financial planning experience, with CPA/CA/CMA/CGA designations preferred.

Qualifications

• Five years experience with tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• CPA/CA/CMA/CGA designation(s) are preferred.
• 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.

Responsibilities

• Prepare comprehensive financial plans for high net worth clients covering financial, investment, retirement, tax, risk, and estate planning.
• Personalize plans addressing issues such as holding companies, employee stock options, and retirement compensation agreements.
• Simplify complex strategies for advisors and collaborate with the Financial Planning Analyst team.
• Develop networks and referral sources while supporting business development and revenue generation.

Skills

Communication

Analytical skills

Teamwork

Written communication

Education

CPA designation

CA/CMA/CGA

Tools

Conquest

Naviplan

Microsoft Office

Job 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 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 (Financial Planner (F. Pl.) designation for Quebec).
• Strong communication skills in both English and Mandarin/Cantonese

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

Additional Job Details

Address

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City

Toronto

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-02-10

Application Deadline

2026-10-01

Note** : **

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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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