Financial Planning Analyst

Royal Bank of Canada · Toronto

Job Description

What is the opportunity?

As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides 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. Both services require the preparation and ongoing development of our “Compass” comprehensive financial plans.

This is 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.

What will you do?

Prepare comprehensive personal financial plans for high net-worth clients
Recommend advice and opportunities to enhance client’s financial situation
Maintain a high level of collaboration and knowledge with partners
Stay current with financial planning standards and practices
Contribute ideas and participate in development projects to enhance our services
Provide ongoing coaching and training to other professionals in Family Office Services

What do you need to succeed?

Must haves:

Undergraduate diploma in a related field, preferably Finance or Wealth Management
CFP or Financial planning designation
5 years of experience in financial planning, preferably in Wealth Management
Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)
Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment

Nice-to-have:

Knowledge of Conquest financial planning application
Accounting designation
Natural curiosity towards learning and broadening the personal knowledge base
Bilingualism (English and French) both oral and written

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.
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.

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

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