Financial Planning Analyst

2 weeks ago


Vancouver, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

As a Financial Planning Analyst at Royal Bank of Canada, you will play a key role in 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.

Key Responsibilities
  • 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.
  • 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.
  • Contribute ideas and participate in development projects to enhance our services.
  • Provide ongoing coaching and training to other professionals in Wealth Management Services.
Requirements
  • CFP or PFP Designation.
  • Minimum of 5 years of experience in financial planning.
  • Superior communication skills in English, both written and verbal.
  • 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.
What We Offer
  • 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.
  • Ability 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.


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