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
Financial Planner diploma granted by the IQPF
5 years of experience in financial planning, client-facing experience a strong asset
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.
Accounting designation
A comprehensive Total Rewards Program including bonuses and 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
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-09-10Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent Community
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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 jobs.rbc.com.
Financial Planning Analyst • MONTRÉAL, Quebec, Canada
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