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Financial data analyst • north vancouver bc
Financial Planning Analyst
RBCVancouver, Metro Vancouver Regional District, CAFinancial Analyst
CanonicalVancouver, Metro Vancouver Regional District, CAFinancial Analyst
Chartered Professional Accountants of British ColumbiaVancouver, Metro Vancouver Regional District, CAFinancial Analyst
Jewish Federation of Greater VancouverVancouver, Metro Vancouver Regional District, CAFinancial Analyst
University of British ColumbiaVancouver, British Columbia, CanadaCorporate Financial Analyst
Pacific Blue CrossBurnaby, Metro Vancouver Regional District, CASr. Financial Analyst
TransLinkVancouver, Metro Vancouver Regional District, CAFinancial Analyst
RB Global Inc.Burnaby, Metro Vancouver Regional District, CAFinancial Analyst
KlueVancouver, Metro Vancouver Regional District, CASenior Financial Analyst
Themis Solutions Inc.Vancouver, Metro Vancouver Regional District, CASenior Financial Analyst
BCTFVancouver, Metro Vancouver Regional District, CAFinancial Analyst, FP&A
INDOCHINOVancouver, Metro Vancouver Regional District, CAProduct Analyst, Financial Data
AlphaSense, Inc.Vancouver, Metro Vancouver Regional District, CAProduction Support Analyst - Financial Data Hub
ITC InfotechVancouver, Metro Vancouver Regional District, CAFinancial Analyst
CB CanadaVancouver, British Columbia, CanadaFinancial Analyst
Teck Resources LimitedVancouver, Metro Vancouver Regional District, CA- Promoted
Financial Analyst
Teck ResourcesVancouver, British Columbia, Canadafinancial analyst
Kardium Inc.Burnaby, Metro Vancouver Regional District, CAFinancial Analyst
Horizon Recruitment Inc.Vancouver, Metro Vancouver Regional District, CA- Winnipeg, MB (from $ 87,188 to $ 146,250 year)
- North York, ON (from $ 55,688 to $ 142,500 year)
- East York, ON (from $ 55,688 to $ 142,500 year)
- Owen Sound, ON (from $ 84,634 to $ 142,108 year)
- Montreal-Ouest, QC (from $ 103,436 to $ 139,164 year)
- Montreal, QC (from $ 103,436 to $ 139,164 year)
- Toronto, ON (from $ 75,750 to $ 139,005 year)
- Old toronto, ON (from $ 79,000 to $ 138,654 year)
- St. John's, NL (from $ 80,842 to $ 138,379 year)
- New Westminster, BC (from $ 67,500 to $ 138,299 year)
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Financial Planning Analyst
RBCVancouver, Metro Vancouver Regional District, CA- Full-time
- Temporary
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Job Summary
Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations.
Job Description
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.
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 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
What do you need to succeed?
Must-have
Nice-to-have
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.
The expected base salary range for this particular position is $50,000- $85,000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
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
Address :
WATERFRONT CENTRE, 200 BURRARD ST : VANCOUVER
City : VANCOUVER
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform : Job Type :
Regular
Pay Type : Salaried
Posted Date : 2024-08-02
Application Deadline :
Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above
I nclusion 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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Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Industries
Banking and Financial Services
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