Financial Planning Analyst

RBC - Royal Bank; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company seeks a Financial Planning Analyst to provide comprehensive financial planning solutions within their Family Office Services team. The role requires preparing financial plans, collaborating with specialists, and maintaining expertise in financial standards. Successful candidates will possess a Financial Planner diploma, bilingual skills in French and English, and a solid understanding of the Canadian taxation system.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible work/life balance options

Opportunities for professional development via coaching

Dynamic and collaborative work environment

Qualifications

• Experience in financial planning (5 years) with client-facing roles preferred.
• Bilingual in English and French required.
• In-depth understanding of the Canadian taxation system.

Responsibilities

• Prepare comprehensive personal financial plans based on client objectives.
• Maintain knowledge of financial planning standards and practices.
• Provide ongoing coaching and training to Wealth Management professionals.

Skills

Communication

Consulting

Customer Service

Decision Making

Interpersonal Relationship Management

Education

Financial Planner diploma granted by the IQPF

Tools

Conquest

Microsoft Office (Word & Excel)

Job description

This is not a Financial Analyst role but rather 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.

What is the opportunity?

As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst focuses on providing clients with 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 in their respective regions. Both services require the preparation and ongoing development of our proprietary "Compass" comprehensive financial plans.

What will you do?

Prepare comprehensive personal financial plans on behalf of the various sales forces and with the Financial Planning Specialists which includes determining the clients' objectives, analyzing the clients' current situations, and developing appropriate advice, strategies, and recommendations

Stay current with financial planning standards and practices

Be involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutions

Maintain a high level of partnership and knowledge regarding all of RBC's units

Contribute ideas and participate in development projects to enhance our services

Provide ongoing coaching and training to other professionals in Wealth Management Services

What do you need to succeed?

Must-have

Financial Planner diploma granted by the IQPF

Superior communication skills in French & English, both written and verbal

5 years of experience in financial planning, client-facing experience a strong asset

In-depth understanding and knowledge of the Canadian taxation system

Working knowledge of financial planning software (Conquest)

Strong knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing software

Bilingualism (English and French) required, as you will regularly do business with partners across Canada

Nice-to-have

What's in it for you?

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

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

Job Skills

Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

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Financial Planning Analyst • Montreal, QC