Financial Planning Analyst

0000050599 RBC Dominion Securities Inc.; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Montreal seeks a Financial Planning Analyst to prepare comprehensive financial plans and collaborate with specialists. The ideal candidate has 5 years of experience, a Financial Planner diploma, and a strong understanding of the Canadian taxation system. Bilingualism in English and French is required. This full-time role offers competitive compensation and a dynamic work environment.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible work / life balance options

Opportunities to do challenging work

Qualifications

• 5 years of experience in financial planning; client-facing experience is a strong asset.
• In-depth understanding and knowledge of the Canadian taxation system.
• Bilingualism (English and French) required, as you will regularly do business with RBC partners.

Responsibilities

• Prepare comprehensive personal financial plans collaborating with Financial Planning Specialists.
• Stay current with financial planning standards and practices.
• Provide ongoing coaching and training to other professionals.

Skills

Cash Management

Client Counseling

Customer Service

Investment Management

Results-Oriented

Education

Financial Planner diploma granted by the IQPF

Tools

Financial planning software (Conquest)

Microsoft Office (Word & Excel)

Job description

Overview

This Retirement & Wealth Planning role focuses on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning tools. As part of the Family Office Service (FOS) team, the Financial Planning Analyst acts as the primary financial planner in our centralized service and collaborates with Financial Planning Specialists in their regions to prepare and develop Compass comprehensive financial plans.

Responsibilities

• Prepare comprehensive personal financial plans on behalf of the various sales forces and with the Financial Planning Specialists, including determining clients’ objectives, analyzing current situations, and developing appropriate advice, strategies, and recommendations.
• Stay current with financial planning standards and practices.
• Spot, anchor, introduce, and follow 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.

Qualifications

Must-have

• Financial Planner diploma granted by the IQPF.
• 5 years of experience in financial planning; client-facing experience is 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 RBC partners and/or employees across Canada with English and French-speaking needs.

Nice-to-have

• Accounting designation.

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, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Job Details

• Address: 1 PLACE VILLE MARIE, MONTRÉAL
• City: Montréal
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-09-10

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment: At 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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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