Financial Planning Analyst

RBC; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

RBC is seeking a Financial Planning Analyst to join its Family Office Service team in Toronto. This role focuses on creating personalized financial plans, collaborating with specialists, and requires a strong understanding of taxation and financial planning strategies. Ideal candidates will possess a CFP designation and extensive experience, ready to contribute to a high-performing team.

Benefits

Comprehensive Total Rewards Program including bonuses and flexible benefits

Opportunities for development and career progression

Flexible work/life balance options

Dynamic, collaborative work environment

Qualifications

• Minimum of 5 years of experience in financial planning.
• Superior communication skills in English (written and verbal).
• In-depth understanding of the Canadian taxation system.

Responsibilities

• Prepare comprehensive financial plans based on clients’ objectives.
• Stay current with financial planning standards and practices.
• Provide training to other professionals in Wealth Management Services.

Skills

Cash Management

Client Counseling

Customer Service

Decision Making

Interpersonal Relationship Management

Investment Management

Results-Oriented

Education

CFP or PFP Designation

Tools

Conquest

Microsoft Office

Job description

Job Summary

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

• CFP or PFP Designation

• Minimum of 5 years of experience in financial planning

• Superior communication skills in English, both written and verbal

• 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

Nice-to-have

• Accounting designation

• Bilingual English / French

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, commissions, and stock where applicable.

• 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.

• Opportunities to take on progressively greater accountabilities.

• Access to a variety of job opportunities across business.

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

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-03

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.