Financial Planning Analyst

3 weeks ago

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

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.
Requirements
  • 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.
What We Offer
  • 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.

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