Financial Planning Analyst
1 month ago
As a key member of the Family Office Service team at Royal Bank of Canada, the Financial Planning Analyst plays a critical role in providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service, as well as partnering with Financial Planning Specialists in their respective regions.
Key Responsibilities- Prepare comprehensive personal financial plans for clients, including determining their objectives, analyzing their current situations, and developing appropriate advice, strategies, and recommendations.
- Stay up-to-date with financial planning standards and practices.
- Identify and pursue opportunities for complementary businesses and solutions.
- Maintain a high level of partnership and knowledge regarding all of RBC's units.
- Contribute to the development of new services and enhance existing ones.
- Provide coaching and training to other professionals in Wealth Management Services.
- Financial Planner diploma granted by the IQPF.
- Excellent communication skills in English and French, both written and verbal.
- At least 5 years of experience in financial planning, with client-facing experience a strong asset.
- 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 environment.
- Bilingualism (English and French) is required, as you will regularly interact with RBC partners and/or employees across Canada with English and French speaking needs.
- A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a lasting impact and contribute to the success of our clients and communities.
- A dynamic, collaborative, progressive, and high-performing team environment.
- Flexible work/life balance options.
- Opportunities to do challenging work and grow professionally.
-
Financial Planning Analyst
1 week ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the Role:We're seeking a skilled Financial Analyst II to join our Group FP&A team at Intact Financial Corporation.As a Financial Analyst II, you'll play a crucial role in evaluating the financial performance of our global operations, preparing the weekly group forecast, contributing to the annual planning process, and providing various analyses to...
-
Financial Planning Analyst
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're looking for a skilled Financial Planning Analyst to join our Group FP&A team. As a key member of our team, you'll play a crucial role in evaluating the financial performance of our global operations.Key Responsibilities:Prepare the weekly group forecast and participate in the annual budget process.Perform ad-hoc...
-
Financial Planning Analyst
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're seeking a skilled Financial Analyst II to join our Group FP&A team. As a key member of our team, you'll play a vital role in evaluating the financial performance of our global operations.Key Responsibilities:Prepare the weekly group forecast and participate in the annual budget process.Conduct ad-hoc analyses to support...
-
IT Financial Planning Analyst
4 weeks ago
Montreal, Quebec, Canada Jobs for Humanity Full timeJob Title: IT Financial Planning AnalystJob Summary:We are seeking a highly skilled IT Financial Planning Analyst to join our team at Jobs for Humanity. As a key member of our IT department, you will be responsible for facilitating budget operations and providing financial analysis to senior management.Key Responsibilities:Financial Planning and Analysis:...
-
Financial Planning Analyst
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionThis role focuses on providing comprehensive financial planning solutions to clients, acting as the primary financial planner in our centralized service and in partnership with Financial Planning Specialists.What is the opportunity?As an integral part of the Family Office Service team, the Financial Planning Analyst will provide...
-
Financial Analyst II
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're looking for a talented Financial Analyst II to join our Group FP&A team. As a key member of our team, you'll play a crucial role in evaluating the financial performance of our global operations.Key Responsibilities:Prepare the weekly group forecast and participate in the annual budget process.Liaise with various...
-
Senior Financial Analyst
1 week ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled IT Senior Financial Analyst to join our Montreal IT Finance team.This dynamic role requires a balance of technical numerical proficiency, strong relationship building skills, and a good knowledge of project and operational portfolio financial management.
-
Senior Financial Planning Analyst
1 month ago
Montreal, Quebec, Canada SAPINC Saputo Inc. Full timeAbout the RoleThe Senior Analyst, Financial Planning and Analysis will play a key role in providing in-depth financial insights to support business decision-making. This role will involve analyzing financial results, identifying trends, and developing forecasts to inform strategic planning.Key ResponsibilitiesPerform variance analyses and data validation of...
-
Senior Financial Analyst
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're seeking a highly skilled Senior Financial Analyst to join our Montreal IT Finance team. This dynamic role will require a balance of technical numerical proficiency, strong relationship building skills, and a good knowledge of project and operational portfolio financial management.About the RoleWe're looking for a...
-
Montreal, Quebec, Canada Lemay Full timeAt Lemay, we are seeking a highly skilled FP&A Analyst to join our team. In this role, you will be responsible for participating in the financial planning process, including budgets and financial forecasts. You will also analyze and explain budget variances and maintain and optimize financial forecasts, budgets, reports, and KPIs for use by various business...
-
Senior Financial Planning Analyst
6 days ago
Montreal, Quebec, Canada Reitmans Full timeAt Reitmans (Canada) Limited, our passion for fashion and customer satisfaction drives everything we do. We empower our customers to express themselves through the latest trends and styles.About UsWe are a leading Canadian fashion retailer with a strong brand portfolio and a commitment to excellence. Our company culture values diversity, inclusivity, and...
-
Financial Analyst
2 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe're seeking a highly skilled Financial Analyst to join our team at Intact Financial Corporation. In this role, you'll be responsible for managing internal monthly, quarterly, and year-end reporting by working closely with various departments, including other finance teams.Your Key ResponsibilitiesProduce underwriting results and expenses...
-
Senior Financial Reporting Analyst
4 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking an experienced Senior Financial Reporting Analyst to join our Financial Reporting & Consolidation team. As a key member of this department, you will play a vital role in the analysis and disclosure of financial information.The ideal candidate will have a strong background in accounting and experience with complex financial...
-
Financial Analyst Reinsurance Specialist
1 week ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeJob DescriptionWe are seeking a highly skilled Financial Analyst Reinsurance Specialist to join our team at Intact Financial Corporation.About the RoleThe Financial Analyst Reinsurance Specialist will play a key role in supporting Group Reinsurance activities, providing recommendations to ensure consistency and application of best reinsurance practices...
-
Senior Financial Planning Analyst
4 days ago
Montreal, Quebec, Canada SAPINC Saputo Inc. Full timeAt SAPINC Saputo Inc., we strive for excellence in every aspect of our business. This includes our commitment to fostering a work environment that is engaging, inclusive, and rewarding for our employees. As Senior Analyst, Financial Planning, you will be an integral part of our finance team, providing valuable insights and supporting forecasting activities....
-
Corporate Finance and Financial Planning Analyst
4 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeRole OverviewAs a Corporate Finance and Financial Planning Analyst at Randstad Canada, you will play a key role in supporting the company's growth and financial planning. The ideal candidate will have a strong background in corporate finance and financial planning, with excellent analytical and problem-solving skills.Key Responsibilities- Set up activity...
-
Corporate Finance and Financial Planning Analyst
4 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeRole OverviewAs a Corporate Finance and Financial Planning Analyst at Randstad Canada, you will play a key role in supporting the company's growth and financial planning initiatives. This exciting opportunity involves working closely with the management team to develop and implement financial strategies, monitor cash flow, and analyze key performance...
-
Financial Planning Specialist
4 weeks ago
Montreal, Quebec, Canada CAE Full timeRole and ResponsibilitiesFinancial Analyst – Corporate Finance, Financial Planning & AnalysisWe are seeking a highly skilled Financial Analyst to join our team in Corporate Finance, Financial Planning & Analysis. As a Financial Analyst, you will have the opportunity to work with the Chief Accounting Officer, VP Treasurer, and CFO to present trends in...
-
Corporate Finance and Financial Planning Analyst
4 weeks ago
Montreal, Quebec, Canada Randstad Canada Full timeRole OverviewAs a Corporate Finance and Financial Planning Analyst at Randstad Canada, you will play a key role in supporting the company's growth and financial planning. The ideal candidate will have a strong background in corporate finance and financial planning, with a minimum of 2 years of experience. Key Responsibilities- Set up activity follow-ups and...
-
Financial Planning Specialist
4 weeks ago
Montreal, Quebec, Canada CAE Full timeRole and ResponsibilitiesFinancial Analyst – Corporate Finance, Financial Planning & AnalysisWe are seeking a highly skilled and detail-oriented Financial Analyst to join our team. As a Financial Analyst, you will have the opportunity to work closely with the Chief Accounting Officer, VP Treasurer, and CFO to analyze financial performance indicators,...