Financial Planning Analyst
City : MONTRÉAL, Quebec, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
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 ongoing development of our proprietary “Compass” comprehensive financial plans.
Please note: This is not a Financial Analyst role but rather a Financial 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 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 revenue
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
Financial Planner diploma granted by the IQPF
Minimum of 5 years of experience in financial planning
Superior communication skills in French and English, both written and verbal,
Required to communicate with teams located across Canada.
In-depth understanding and knowledge of the Canadian taxation system
Working knowledge of financial planning software
Strong knowledge of Microsoft Office (Word, Excel, Outlook)
Nice-to-have
Accounting designation
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
Work in a dynamic, collaborative, progressive, and high-performing team
Financial strength and strong brand
Prestige
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Inclusion and Equal Opportunity Employment
At 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.
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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 rbc.com/careers.