Become a part of RBC’s Family Office Service team as a Financial Analyst specializing in Retirement and Wealth Planning. You'll provide critical solutions, enhancing financial and estate strategies for high net-worth individuals. This role places you at the forefront of client financial well-being. Working closely with Financial Planning Specialists, you'll prepare and develop comprehensive financial plans, ensuring that you'll deliver superior service and support to clients while maintaining industry standards. Your bilingual ability will be a key asset in building robust client relationships. Key Responsibilities:
Create comprehensive personal financial plans
Offer advice to improve client financial standings




Sustain team-oriented relationships with financial planning partners
Update knowledge of financial planning standards
Train recent team members in Family Office Services

Requirements:
Diploma in Finance or a related field
IQPF Financial Planner diploma necessary
Minimum 5 years of relevant experience
Proficient in Canadian Income Tax aspects
Bilingual in English and French

Leverage your financial planning acumen and bilingual skills to impact RBC’s clientele positively in Montréal. #J-18808-Ljbffr

📌 Financial Analyst For Retirement & Wealth Planning Montreal
🏢 RBC
📍 Montreal