Financial Planning Analyst

2 weeks ago

Old Toronto, Canada Knewin Full time

Job Summary

Job Description

What is the opportunity?

As an integral part of the Wealth Management Services 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.

Please note:This is not a Financial Analyst role but rather a Financial Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.

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 recommendations
  • Contribute ideas and participate in development projects to enhance our service and generate revenue
  • 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 RBC’s units
  • Provide ongoing coaching and training to other professionals in Wealth Management Services

What do you need to succeed?

Must-have

  • CFP Designation or any other approved Financial Planning designation
  • Minimum of 5 years of experience in financial planning
  • Superior communication skills in English, both written and verbal
  • Required to communicate with teams located across Canada.
  • In-depth understanding and knowledge of the Canadian taxation system
  • Working knowledge of Conquest financial planning software
  • Strong knowledge of Microsoft Office (Word, Excel, Outlook)

Nice-to-have

  • Accounting designation
  • Superior communication skills in French, both written and verbal

What’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 opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Financial strength and strong brand

Job Skills

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-02-16

Application Deadline:

2024-05-10

Inclusion 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.

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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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.

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