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 team-oriented 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.

📌 Senior Financial Planning Analyst Role Vancouver
🏢 RBC
📍 Vancouver