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.

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