As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists. Both services require the preparation and ongoing development of our “Compass” comprehensive financial plans.

This is a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools. Prepare comprehensive personal financial plans for high net-worth clients Stay current with financial planning standards and practices Contribute ideas and participate in development projects to enhance our services Provide ongoing coaching and training to other professionals in Family Office Services Undergraduate diploma in a related field, preferably Finance or Wealth Management ~ CFP or Financial planning designation ~5 years of experience in financial planning, preferably in Wealth Management ~ Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate) ~ Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing workplace Knowledge of Conquest financial planning application Accounting designation Natural curiosity towards learning and broadening the personal knowledge base Bilingualism (English and French) both oral and written We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.





A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Flexible work/life balance options. Access to a variety of job opportunities across business.

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs. The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #

📌 Travel Financial Analyst (Toronto)
🏢 RBC
📍 Toronto