Financial Planning Analyst

RBC • Montreal, QC

7d • Onsite

About The Position

This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools. As an integral part of the Family Office Service (FOS) 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 ongoing development of our proprietary “Compass” comprehensive financial plans.

Requirements

• Financial Planner diploma granted by the IQPF
• 5 years of experience in financial planning
• 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
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.

Nice To Haves

• Accounting designation
• client-facing experience a strong asset

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

Benefits

• bonuses
• flexible benefits
• competitive compensation
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees