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Financial Planning Analyst

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada> Full time
{"Job Summary": "

Unlock Your Potential as a Financial Planning Analyst

At Royal Bank of Canada, we're seeking a skilled Financial Planning Analyst to join our Family Office Service team. As a key member of our team, you'll play a vital role in providing clients with comprehensive financial planning solutions.

", "Responsibilities": "

Key Responsibilities:

  • Prepare comprehensive personal financial plans for clients, analyzing their current situations and developing tailored advice and strategies.
  • Stay up-to-date with financial planning standards and best practices.
  • Identify opportunities for complementary businesses and solutions, and collaborate with colleagues to drive growth.
  • Maintain a deep understanding of RBC's units and services, and provide coaching and training to other professionals.
", "Requirements": "

Must-Have Qualifications:

  • Financial Planner diploma from the IQPF.
  • Excellent communication skills in English and French, both written and verbal.
  • 5+ years of experience in financial planning, with a strong focus on client-facing work.
  • In-depth knowledge of the Canadian taxation system.
  • Working knowledge of financial planning software, including Conquest.
  • Strong Microsoft Office skills, with the ability to adapt to changing software.
", "What We Offer": "

Join Our Team and Thrive:

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits.
  • Leaders who support your development through coaching and mentoring.
  • The opportunity to make a lasting impact and drive business growth.
  • A dynamic, collaborative, and progressive work environment.
  • Flexible work-life balance options.
", "Additional Details": "

About the Role:

This is a full-time position, with a 37.5-hour workweek. The ideal candidate will be a team player with a passion for financial planning and a commitment to delivering exceptional client service.

", "Inclusion and Equal Opportunity Employment": "

We're Committed to Diversity and Inclusion:

At Royal Bank of Canada, we believe that diversity and inclusion are essential to our success. We're committed to creating an inclusive workplace where everyone can thrive.

", "Join Our Talent Community": "

Stay Connected:

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", "Language": "English"}