Senior Wealth Planning Specialist for HNW & Complex Solutions

Socket.dev; Guelph; On-site; CAD 38,000 - 60,000; Full time

Benefits offered by this job

Competitive base salary

Health benefits

Vacation & flex days

Team events

Job summary

Elinesky Schuett Private Wealth of RBC Dominion Securities in Guelph, ON, seeks a Wealth Planning Specialist to partner with Senior Advisors and deliver customized financial planning to High Net Worth clients.

You will coordinate internal/external partners, develop comprehensive plans, manage insurance matters, and contribute to knowledge sharing and process improvements to drive client outcomes.

Qualifications

• Certified Financial Planner (CFP) Designation
• 10+ years of securities industry and complex wealth/financial planning experience
• World-class client service that is professional, warm, thoughtful, and proactive
• Meticulous attention to detail with strong organizational and time management skills
• Demonstrated ability to manage highly confidential information with professionalism
• Exceptional verbal and written communication skills with ability to present confidently to diverse audiences

Responsibilities

• Complex Financial & Wealth Planning – Develop comprehensive financial plans for qualifying clients based on complexity, money in motion, and insurance solutions.
• Service Plan & Coordination with Partners – Prepare detailed financial and wealth plans every 3–5 years and coordinate internal and external partner meetings.
• Insurance Practice Management – Coordinate insurance opportunities, manage touchpoints, and liaise on in-force and new matters.
• Knowledge Leader & Team Resource – Answer wealth planning questions, raise knowledge, and support digital content and presentations.
• Business Development & Process Improvement – Build relationships with Centers of Influence and improve wealth planning processes.

Skills

Client service

Communication

Detail oriented

Time management

Confidentiality

Presentation skills

Education

CFP Designation

Tools

Salesforce

CRM software

Slack

WebEx Teams

Microsoft Teams

Zoom

Microsoft Office

Job description

Elinesky Schuett Private Wealth of RBC Dominion Securities in Guelph, ON, seeks a Wealth Planning Specialist to partner with Senior Advisors and deliver customized financial planning to High Net Worth clients.

You will coordinate internal/external partners, develop comprehensive plans, manage insurance matters, and contribute to knowledge sharing and process improvements to drive client outcomes.