Financial Planning Analyst

RBC; Vancouver; On-site; CAD 50,000 - 85,000; Full time

Job summary

A leading financial institution is seeking a Financial Planning Analyst to join their Family Office Service team in Vancouver. The role involves providing comprehensive financial planning advice, focusing on tax, retirement, and estate planning strategies. Candidates should have a CFP or PFP designation and at least five years of experience in financial planning, coupled with strong communication skills and knowledge of the Canadian taxation system.

Benefits

Comprehensive Total Rewards Program

Flexible work / life balance options

Ongoing coaching and development opportunities

Qualifications

• 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.

Responsibilities

• Prepare comprehensive personal financial plans based on clients’ objectives.
• Stay current with financial planning standards and practices.
• Provide ongoing coaching and training to other professionals.

Skills

Cash Management

Client Counseling

Investment Management

Customer Service

Education

CFP or PFP Designation

Accounting designation (Nice-to-have)

Tools

Financial planning software (Conquest)

Microsoft Office (Word & Excel)

Job description

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Job Summary

Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations.

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.

The expected base salary range for this particular position is $50,000- $85,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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 :

WATERFRONT CENTRE, 200 BURRARD ST : VANCOUVER

City : VANCOUVER

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : Job Type :

Regular

Pay Type : Salaried

Posted Date : 2024-08-02

Application Deadline :

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

I nclusion 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. 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.

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Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Banking and Financial Services

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