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Financial Planning Analyst
3 months ago
Job Summary
Job Description
This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.
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What is the opportunity?
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst focuses on providing clients with 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 in their respective regions. Both services require the preparation and ongoing development of our proprietary âCompassâ comprehensive financial plans.
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What will you do?
Prepare comprehensive personal financial plans on behalf of the various sales forces and with the Financial Planning Specialists which includes determining the clientsâ objectives, analyzing the clientsâ current situations, and developing appropriate advice, strategies, and recommendations
Stay current with financial planning standards and practices
Be involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutions
Maintain a high level of partnership and knowledge regarding all of RBCâs units
Contribute ideas and participate in development projects to enhance our services
Provide ongoing coaching and training to other professionals in Wealth Management Services
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What do you need to succeed?
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Must-have
Financial Planner diploma granted by the IQPF
Superior communication skills in French & English, both written and verbal
5 years of experience in financial planning, client-facing experience a strong asset
In-depth understanding and knowledge of the Canadian taxation system
Working knowledge of financial planning software (Conquest)
Strong knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing software
Bilingualism (English and French) required, as you will regularly do business with partners across Canada
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Nice-to-have
Accounting designation
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Job Skills
Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÃALCity:
MONTRÃALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Job Type:
RegularPay Type:
SalariedPosted Date:
2024-07-03Application Deadline:
2024-07-31Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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