Shape your career as a Senior Financial Planning Analyst within our Family Office Service team. Focus on delivering comprehensive tax and estate planning solutions for high net-worth clients while utilizing advanced financial tools.
This role emphasizes your expertise in financial planning, where you will prepare personalized financial strategies and work closely with Financial Planning Specialists. Your contributions will enhance service offerings and support other professionals through coaching and training opportunities. Stay at the forefront of industry standards while making a lasting impact within our organization.
Key Responsibilities:
• Develop extensive personal financial plans for clients
• Advise on strategies to elevate client financial health




• Foster robust collaboration with team partners
• Keep informed on evolving financial planning practices
• Mentor and train recent professionals in Family Office Services
Requirements:
• Undergraduate diploma in Finance or similar fields
• CFP or F.P.I. certification required
• 5 years of experience in financial planning
• Deep knowledge of Canadian Income Tax regulations
• Proficiency in Microsoft Office applications
Join a high-performing team dedicated to providing exceptional financial solutions for clients.
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📌 Senior Financial Planning Analyst Position Vancouver
🏢 RBC
📍 Vancouver