Wealth Planning Specialist

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

Job Description

If you want to jump into an entrepreneurial environment, architect comprehensive wealth planning solutions for high net worth clients, support leading our team's wealth planning strategy, and establish yourself as a recognized expert and thought leader in complex financial planning on one of the best advisor teams in the country, then you should definitely read on!

Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local community initiatives in Guelph, Wellington County, and the surrounding areas.

The Role

We are looking to add another Wealth Planning Specialist and as an integral member of the ES Private Wealth team, you will partner with our Senior Wealth Planning Specialist, Advisors, Associates, and internal and external partners to deliver comprehensive and customized financial planning and wealth management expertise to our High Net Worth (HNW) clients. You will provide thorough discovery, coordinate with specialized internal and external partners, manage complex financial planning situations, and serve as a trusted resource for the entire team on wealth planning matters.

TOP 5 JOB RESPONSIBILITIES

Complex Financial & Wealth Planning - Develop comprehensive financial plans for qualifying clients based on complexity, money in motion, and insurance solutions, and provide ongoing wealth support to team members and clients, including single-issue meetings and strategic guidance.

Service Plan & Coordination with Partners - Prepare detailed financial and wealth plans every three to five years for and based on needs, coordinate internal partner meetings (Family Office, HNW, Will & Estate, Philanthropy, Private Banking, Commercial Banking, Financial Literacy, Elder Care, etc.), and facilitate proactive discussions with external advisors (tax, legal, etc.). Be the connective tissue between our clients, partners, and trusted professionals that enables a family office solution.

Insurance Practice Management - Coordinate new insurance opportunity meetings with our prospects, clients and estate planning specialist team, manage annual insurance touchpoints, work alongside our internal insurance champion on policy administration, and serve as liaison on all in-force and new insurance matters.

Knowledge Leader & Team Resource - Answer wealth planning questions across the team (tax, insurance, financial planning), raise knowledge and comfort levels on complex issues across the ES Private Wealth team through lunch-and-learns and educational content sharing, and provide support for digital content, client presentations, and partner seminars.

Business Development & Process Improvement - Build and foster relationships with Centers of Influence (both internal and external partners), make impactful introductions to advance team goals, and continuously review and improve existing wealth planning, financial planning, and insurance management processes to enhance capabilities.

REQUIRED QUALIFICATIONS & WORK EXPERIENCE

• Certified Financial Planner (CFP) Designation
• 10+ yearsof securities industry and complex wealth/financial planning experience
• Demonstrated skills in providing 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

CONSIDERED AN ASSET

• Professional designations such as FEA, CPA, CGA, CMA, LLB, TEP, Master's in Tax (M.Tax), or Completed CPA Canada’s In-Depth Tax Course
• Willingness to continue education or pursue more advanced tax and financial planning designations
• Investment and insurance industry experience
• Specific experience with RBC Dominion Securities and its applications
• Experience with Salesforce or other Customer Relationship Management (CRM) software
• Strong proficiency in video conferencing and collaboration tools (Slack, WebEx Teams, Microsoft Teams, Zoom)
• Advanced proficiency in Microsoft Office Products (Outlook, Word, PowerPoint, Excel)
• Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity

WHAT'S IN IT FOR YOU?

Elinesky Schuett Private Wealth attributes its success to its team members. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

• Competitive base salary and variable performance bonuses
• Comprehensive health benefits and matching programs
• Competitive team and office perks including strong vacation, personal, sick, and flex day policies
• Fun team events and active participation in the community

What this means for you:

In addition to the Pay Range and variable bonus outlined below, your total earning potential includes additional incentive opportunities. Your expected total compensation can be up to $250,000 annually.

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address: 42 WYNDHAM ST N:GUELPH

City: Guelph

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-07-28

Application Deadline: 2026-10-02

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$38,000.00- $60,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.5x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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.