Wealth Planning Specialist
Top Benefits
About the role
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+ years of 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:
2026-08-31
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Similar Jobs
Wealth Planning Specialist
Top Benefits
About the role
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+ years of 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:
2026-08-31
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.