Elevate your career as a Financial Planning Analyst with RBC in Vancouver, Canada. This full-time role emphasizes creating financial strategies for high-net-worth clients and continuous professional development.
Join the Family Office Services team at RBC, where you’ll be the primary financial planner, preparing comprehensive plans while collaborating with specialists. Candidates with a degree in Finance or Wealth Management and at least five years of experience in financial planning are encouraged to apply. Advanced knowledge of Canadian Income Tax and Microsoft Office is required to thrive in this agile environment.
Key Responsibilities:
• Prepare comprehensive financial plans for high-net-worth clients
• Recommend strategies to enhance clients’ financial situations
• Collaborate with partners on financial planning solutions
• Stay updated with financial planning standards
• Coach and train colleagues in Family Office Services
Requirements:
• Undergraduate diploma in Finance or Wealth Management
• CFP or F. PI. designation
• 5 years of experience in financial planning
• Advanced knowledge of Canadian Income Tax
• Proficient in Microsoft Word and Excel
Bring your expertise in financial planning and dedication to client service to contribute to RBC's success in Vancouver.
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📌 Financial Planning Analyst in Vancouver (British Columbia)
🏢 RBC
📍 British Columbia
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