Financial Planning Analyst

Job Summary

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

CFP or PFP Designation

Minimum of 5 years of experience in financial planning

Superior communication skills in English, both written and verbal

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

Nice-to-have

Accounting designation

Bilingual English / French

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.

Job Skills

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