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 career 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 workplace. 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.

📌 Financial Planning Analyst In Vancouver
🏢 RBC
📍 Vancouver