Financial Planning Analyst

Title of the Job: Financial Planning Analyst

Location: Montreal, QC

Job Description: Job SummaryJob DescriptionThis 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.What is the opportunity?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.What will you do?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 recommendationsStay current with financial planning standards and practicesBe involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutionsMaintain a high level of partnership and knowledge regarding all of RBC’s unitsContribute ideas and participate in development projects to enhance our servicesProvide ongoing coaching and training to other professionals in Wealth Management ServicesWhat do you need to succeed?Must-haveFinancial Planner diploma granted by the IQPFSuperior communication skills in French & English, both written and verbal5 years of experience in financial planning, client-facing experience a strong assetIn-depth understanding and knowledge of the Canadian taxation systemWorking knowledge of financial planning software (Conquest)Strong knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing softwareBilingualism (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-haveAccounting designationWhat’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 compensationLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workJob Skills Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job DetailsAddress: 1 PLACE VILLE MARIE:MONTRÉALCity: MONTRÉALCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform:Job Type: RegularPay Type: SalariedPosted Date: 2024-10-15Application Deadline: 2024-11-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Company Name: Royal Bank of Canada

Salary:

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