Financial Planning Analyst
1 month ago
Job Summary
Job Description
Join our team at RBC, a leading financial institution, as a Financial Planning Analyst. In this role, you will focus on providing clients with tax, retirement, and estate planning strategies using our proprietary tools. You will be responsible for preparing comprehensive financial plans, staying updated on financial standards, and collaborating with various teams to enhance our services.
Key Responsibilities:
- Prepare detailed financial plans for clients
- Maintain knowledge of tax laws
- Identify opportunities for business growth
- Collaborate with different departments
- Provide coaching and training to colleagues
Qualifications:
- CFP or PFP Designation
- Minimum 5 years of financial planning experience
- Strong communication skills
- Knowledge of Canadian taxation
- Proficiency in financial planning software
- Advanced MS Office skills
Benefits of Joining Us:
- Total Rewards Program
- Development opportunities
- Challenging and dynamic work environment
- Flexible work-life balance
- Potential for career advancement
Job Skills:
Cash Management, Competitive Markets, Consulting, Customer Service, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented
Inclusion and Equal Opportunity Employment
RBC values diversity and inclusion to drive innovation and growth. We are committed to creating an equitable workplace where all employees are empowered to contribute their best. Accommodations are available for candidates with disabilities.
Join our Talent Community
Learn about exciting career opportunities at RBC and stay informed about our latest jobs and events. Join us in making a positive impact on our clients and communities.
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