Take a jumpstart in your finance career with RBC as a Financial Planning Analyst based in Vancouver. This prospect involves crafting tailored financial strategies for affluent clients.
As a key member of the Family Office Services team, you’ll be responsible for preparing comprehensive financial plans and collaborating closely with Financial Planning Specialists. Applicants should have a relevant degree and at least five years of financial planning experience. A strong foundation in Canadian Income Tax and proficiency in Microsoft Office is necessary for success in this role.
Key Responsibilities:
• Develop personalized financial plans for high net-worth clients
• Provide actionable financial advice and opportunities
• Collaborate with financial partners to enhance service
• Keep abreast of financial planning best practices
• Offer coaching and training to team members
Requirements:
• Undergraduate degree in Finance or Wealth Management
• CFP or F. PI. certification
• Minimum of 5 years in financial planning
• Strong knowledge of Canadian Income Tax
• Advanced skills in Microsoft Office applications
Leverage your financial planning expertise to drive impactful results at RBC in Vancouver.
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