Financial Planning Analyst

Join to apply for the Financial Planning Analyst role at RBC2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planning Analyst role at RBCJob DescriptionThis 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.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 “Compass” comprehensive financial plans.Job SummaryJob DescriptionThis 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.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 “Compass” comprehensive financial plans.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 clients’ objectives, analyzing the clients’ current situations, and developing appropriate advice, strategies, and recommendationsStay current with financial planning standards and practicesBe involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutionsMaintain a high level of partnership and knowledge regarding all of RBC’s unitsContribute ideas and participate in development projects to enhance our servicesProvide ongoing coaching and training to other professionals in Wealth Management ServicesWhat do you need to succeed?Must-haveCFP or PFP DesignationMinimum of 5 years of experience in financial planningSuperior communication skills in English, both written and verbalIn-depth understanding and knowledge of the Canadian taxation systemWorking knowledge of financial planning software (Conquest)Strong knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast changing softwareNice-to-haveAccounting designationBilingual English / FrenchWhat’s in it for you?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 opportunitiesAbility 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.Job SkillsCash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Job Type:RegularPay Type:SalariedPosted Date:2024-07-03Application Deadline:2025-09-15Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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.comSeniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBanking and Financial ServicesReferrals increase your chances of interviewing at RBC by 2xSign in to set job alerts for “Financial Planning Analyst” roles.FP&A Analyst - Supply Chain - sodastreamStaff FP&A Product Line Analyst, FinanceFinancial Planning & Analysis Associate — Master-Level InternshipFinancial Planning & Analysis, Senior Business PartnerFinance Sr Analyst (Frito-Lay Supply Chain)Manager, Budgeting and Internal Reporting (Finance) (English Services) (Telework/Hybrid)Financial Planning & Analysis, Senior Business Partner (6 Month Contract)Mississauga, Ontario, Canada CA$105,000.00-CA$115,000.00 2 weeks agoManager, Budgeting and Internal Reporting (Finance) (English Services) (Telework/Hybrid)Senior Analyst, Walmart Services - Financial Services Strategy and Go-to-MarketManager - Financial Planning and Analysis, Merch - Contract - 1 yrRichmond Hill, Ontario, Canada 5 days agoAnalyst/Consultant/Senior Consultant, Credit Risk Models - Financial Engineering & ModelingSenior Financial Planning and Analysis ManagerActuarial Analyst/Consultant/Senior Consultant - Financial Engineering & ModelingGreater Toronto Area, Canada CA$96,460.00-CA$120,611.40 1 day agoRichmond Hill, Ontario, Canada 2 weeks agoWe’re unlocking community knowledge in a new way. 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