Financial Planning Analyst

7 days ago

Toronto, Ontario, Canada RBC - Royal Bank 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 on-going development of our proprietary "Compass" comprehensive financial plans.

Note: This is not a Financial Analyst role but rather a Financial Planning Analyst 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 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 revenues
  • 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 or PFP designation
  • 5 years of experience in financial planning, client-facing experience a strong asset
  • 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 suite (Word, Excel, Outlook)

Nice-to-have

  • Accounting designation
  • French written and verbal communication skills

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
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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