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.
Key Responsibilities
- Prepare comprehensive personal financial plans for high net‑worth clients
- Recommend advice and opportunities to enhance client’s financial situation
- Maintain a high level of collaboration and knowledge with partners
- 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
Must Haves
- 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 environment
Nice‑to‑Haves
- Knowledge of Conquest financial planning application
- Natural curiosity towards learning and broadening the personal knowledge base
- Bilingualism (English and French) both oral and written
Benefits
- A comprehensive Total Rewards Program including bonuses and adaptable benefits, competitive compensation, commissions, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high‑performing team.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.
- Salary: CA$71,208.00–CA$89,010.00 yearly
- Full-time +1
- Work hours/week: 37.5
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Posted Date:
- Application Deadline:
Location
- Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO
- City: Toronto
- Country: Canada
Inclusion Statement
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. 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.
Additional Information
RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.