Financial Planning Analyst

RBC; Vancouver; On-site; CAD 55,000 - 90,000; Full time

Job summary

RBC is seeking a Financial Planning Analyst to deliver Compass-based comprehensive financial plans for high-net-worth clients from its Vancouver operation. The role functions as the lead planner within the Family Office Service and partners with Financial Planning Specialists to ensure tailored, strategic guidance.

You will stay abreast of planning standards, coach colleagues, and contribute to service development projects while integrating Canadian tax knowledge and investment considerations

Qualifications

• Undergraduate diploma in a related field, preferably Finance or Wealth Management.
• CFP or F. PI. designation.
• 5 years of experience in financial planning, preferably in Wealth Management.
• Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate).
• Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment.

Responsibilities

• Prepare comprehensive personal financial plans for high net-worth clients.
• Recommend advice and opportunities to enhance client’s financial situation.
• Maintain a high level of collaboration and knowledge with partners.
• Stay current with financial planning standards and practices.
• Contribute ideas and participate in development projects to enhance our services.
• Provide ongoing coaching and training to other professionals in Family Office Services.

Skills

Financial planning

Wealth management

MS Office

Bilingual (English & French)

Education

Undergraduate diploma in Finance/Wealth Management

Tools

Conquest financial planning

Accounting designation

Job description

Job Description

What is the opportunity?

As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides 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. Both services require the preparation and ongoing development of our “Compass” comprehensive financial plans.

What will you do?

• Prepare comprehensive personal financial plans for high net-worth clients
• Recommend advice and opportunities to enhance client’s financial situation
• Maintain a high level of collaboration and knowledge with partners
• Stay current with financial planning standards and practices
• Contribute ideas and participate in development projects to enhance our services
• Provide ongoing coaching and training to other professionals in Family Office Services

Must haves:

• Undergraduate diploma in a related field, preferably Finance or Wealth Management
• CFP or F. PI. designation
• 5 years of experience in financial planning, preferably in Wealth Management
• Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)
• Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment

Nice-to-have:

• Knowledge of Conquest financial planning application
• Accounting designation
• Natural curiosity towards learning and broadening the personal knowledge base
• Bilingualism (English and French) both oral and written

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:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:

VancouverCountry:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-14

Application Deadline:

2026-08-19

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

The expected salary range for the above position is $55,000 - 90,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.