Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions. This involves acting as the primar…
Skills: Financial planning, Wealth management, Retirement planning, Estate planning, Tax planning
Carters Inc.Toronto, Ontario, Canada · On-site
$18/hr–$20/hr
If you are a CURRENT Carter’s employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally. Love what you do. Carter’s Careers. As a Part Time Supervisor, you will be the firs…
Skills: Customer service, Leadership, Communication, Task management, Computer proficiency
Toronto, Ontario, Canada · On-site
Requisition ID: 270102 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR…
Skills: Financial planning, Investment sales, Retirement planning, Wealth accumulation, Estate planning
Toronto, Ontario, Canada · On-site
$19/hr–$20/hr
Overview: Marc Jacobs International, powered by the creative genius of Marc Jacobs, seeks a Sales Supervisor to join its Yorkdale location in Toronto, Ontario. The Sales Supervisor will support Management with all aspect…
Skills: Sales management, Customer experience, Team coaching, KPI management, Retail operations
Toronto, Ontario, Canada · Hybrid
As a Group service representative, you help build, serve and maintain business relationships with members and clients. You drive results by reviewing special requests and helping promote and sell products and services ba…
Skills: Group insurance, Client relationship management, Business development, Sales, Interpersonal savvy
Toronto, Ontario, Canada · On-site
$70k–$90k/yr
Requisition Number: 232730 Job Description Cintas is seeking a Service Supervisor to work directly with our customer facing service team both on route and in-house. Responsibilities include supervising the service team w…
Skills: Team supervision, Customer service, Sales, Route management, Training and development
Toronto, Ontario, Canada · Hybrid
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
Skills: Tax reporting, Regulatory compliance, Analytical thinking, Attention to detail, Teamwork
Inter-Co Division 10 Inc.Toronto, Ontario, Canada · On-site
At Inter-Co Division 10, we specialize in the distribution and installation of toilet partitions, lockers, washroom accessories, glass shower systems and other specialty construction products. With 12 offices across Cana…
Skills: Project management, Construction management, Shop drawings, Site coordination, Subcontractor management
Toronto, Ontario, Canada · Hybrid
About Barilla At Barilla, we believe that every great journey begins with passion and a bold vision. From our humble beginnings in 1877 in a small shop in Parma, Italy, we’ve blossomed into a global leader in the food in…
Skills: Deduction management, Accounts receivable, Financial analysis, SAP, Microsoft Office Suite
Toronto, Ontario, Canada · On-site
Who We Are Specializing in stylish and accessible footwear, handbags, and accessories, the ALDO Group brings over 50 years of fashion expertise to the global stage. With close to 1,500 stores across more than 110 countri…
Skills: Customer Service, Sales, Fashion Styling, Communication, Retail Operations
Toronto, Ontario, Canada · On-site
Who We Are Becoming experts on beer doesn't happen overnight - we've been in business since 1927 and today, The Beer Store is the primary distribution and sales channel for beer in Ontario and is owned by 28+ Ontario-bas…
Skills: Retail operations, Customer service, Stocking, Inventory management, Payment processing
Toronto, Ontario, Canada · On-site
$18/hr–$20/hr
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. Why this role is important? SUMMARY: To maximiz…
Skills: Sales, Customer service, Makeup application, Skincare consultation, Product promotion
Toronto, Ontario, Canada · On-site
$39k–$71k/yr
Application Deadline: 08/25/2026 Address: 3495 Lawrence Avenue East Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of th…
Skills: Financial planning, Investment advice, Sales, Customer service, Relationship building
Toronto, Ontario, Canada · On-site
<h3>Overview:</h3><p>At Saje Natural Wellness, we're nature's original farmacy, blending the superpower of plants so you can remedy real life, naturally. And like nature, we're continually growing! As we continue to buil…
Skills: Customer service, Product demonstration, Sales, Communication, Empathy
Toronto, Ontario, Canada · On-site
$181k–$298k/yr
Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're seeking driven and enthusiastic professionals to jo…
Skills: SQL, Google Big Query, Python, R, Statistical inference
Toronto, Ontario, Canada · On-site
$86k–$160k/yr
Application Deadline: 08/30/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provi…
Skills: Trust administration, Estate planning, Fiduciary law, Relationship management, Risk management
Toronto, Ontario, Canada · On-site
$36k–$55k/yr
Application Deadline: 09/10/2026 Address: 2083 Danforth Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice a…
Skills: Customer service, Sales, Financial advice, Relationship management, Interpersonal skills
Toronto, Ontario, Canada · On-site
$35k–$47k/yr
Application Deadline: 08/29/2026 Address: 591 Queen Street West Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice …
Skills: Customer service, Financial solutions, Cash handling, Needs-based selling, Digital literacy
Toronto, Ontario, Canada · On-site
$18/hr–$20/hr
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. Why this role is important? SUMMARY: To maximiz…
Skills: Sales, Customer service, Makeup application, Skincare consultation, Consultative selling
Toronto, Ontario, Canada · On-site
Requisition ID: 269339 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Title: Operations Officer, Administration Requisition ID: 201897 Join a purpose driven win…
Skills: Customer Service, Administrative Support, Retail Banking, Small Business Support, Compliance
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The Financial Planning Analyst prepares comprehensive personal financial plans for high net-worth clients and provides ongoing coaching to other professionals. They also recommend advice to enhance client financial situations while maintaining collaboration with internal partners.
Candidates must have an undergraduate diploma in Finance or Wealth Management and a CFP or equivalent financial planning designation. A minimum of 5 years of experience in financial planning and advanced knowledge of Canadian Income Tax are required.
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists. Both services require the preparation and ongoing development of our “Compass” comprehensive financial plans.
Prepare comprehensive personal financial plans for high net-worth clients
Recommend advice and opportunities to enhance client’s financial situation
Maintain a high level of collaboration and knowledge with partners
Stay current with financial planning standards and practices
Contribute ideas and participate in development projects to enhance our services
Provide ongoing coaching and training to other professionals in Family Office Services
Undergraduate diploma in a related field, preferably Finance or Wealth Management
CFP or Financial planning designation
5 years of experience in financial planning, preferably in Wealth Management
Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)
Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment
Knowledge of Conquest financial planning application
Accounting designation
Natural curiosity towards learning and broadening the personal knowledge base
Bilingualism (English and French) both oral and written
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.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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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.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
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