Retirement and wealth planning expertise supports comprehensive financial plans at RBC in Montréal, using tax and estate planning strategies.

As a Financial Planning Analyst within Family Office Service, you prepare plans for high-net-worth clients. You partner with Financial Planning Specialists and provide recommendations that enhance clients’ financial situations. The work uses RBC’s proprietary personal financial planning tools across retirement, tax, and estate planning.

Key Responsibilities:

- Prepare comprehensive personal financial plans for high-net-worth clients
- Recommend advice and opportunities improving clients’ financial situations
- Collaborate with partners and maintain current planning knowledge




- Contribute ideas to financial planning service development projects
- Coach and train Family Office Services professionals

Requirements:

- Related undergraduate diploma, preferably Finance or Wealth Management
- Financial Planner diploma granted by the IQPF
- Three to five years’ financial planning experience preferred
- Microsoft Office, financial planning knowledge, and adaptability
- Oral and written English and French bilingualism

Apply retirement, tax, estate planning, and client advisory expertise as RBC’s Financial Planning Analyst in Montréal.

📌 Retirement Wealth Planning Analyst (Montreal)
🏢 Royal Bank of Canada
📍 Montreal