Advance your financial expertise as a Senior Financial Planning Analyst with RBC in Vancouver, focusing on bespoke client solutions for high-net-worth individuals. This full time role promises a collaborative atmosphere aimed at delivering superior financial planning services.

In your pivotal role within the Family Office Services team, you will develop comprehensive financial plans and work closely with specialists to drive client success. A bachelor’s degree in Finance or Wealth Management, along with five years of relevant experience, is crucial. Mastery of Canadian Income Tax and proficiency in Microsoft Office tools are also essential.

Key Responsibilities:
• Prepare and implement financial plans for high-net-worth clients
• Provide tailored advice to improve financial standing




• Collaborate and engage with financial planning teams
• Remain current with industry standards and practices
• Mentor other professionals within the department

Requirements:
• Undergraduate diploma in Finance or Wealth Management
• CFP or F. PI. designation mandatory
• At least 5 years of financial planning experience
• In-depth understanding of Canadian Income Tax regulations
• Proficient in Microsoft Word and Excel packages

Join RBC in delivering exceptional financial planning services while building a fulfilling career in Vancouver.
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📌 Senior Financial Planning Analyst Role (British Columbia)
🏢 RBC
📍 British Columbia