Financial Planning Analyst- EN

RBC; Montreal; On-site; CAD 80,000 - 95,000; Full time

Job summary

Join RBC as a Financial Planning Analyst in Montreal to provide comprehensive retirement and wealth planning solutions. This role requires strong client-facing experience and a Financial Planner diploma, focusing on tax, estate, and comprehensive financial strategies. Work within the Family Office Service team, leveraging proprietary tools to enhance client financial well-being.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible benefits and competitive compensation

Dynamic and collaborative team environment

Work-life balance options

Qualifications

• 5 years of experience in financial planning, client-facing.
• In-depth understanding of the Canadian taxation system.
• Bilingualism (English and French) required.

Responsibilities

• Prepare comprehensive personal financial plans for clients.
• Maintain high levels of partnership and knowledge across RBC's units.
• Provide ongoing coaching and training to Wealth Management professionals.

Skills

Cash Management

Client Counseling

Customer Service

Interpersonal Relationship Management

Investment Management

Education

Financial Planner diploma granted by the IQPF

Tools

Conquest

Microsoft Office (Word & Excel)

Job description

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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.

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

• Financial Planner diploma granted by the IQPF
• 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 RBC partners and / or employees across Canada with English and French speaking needs.

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, 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 :

City : MONTRÉAL

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Posted Date : 2025-05-26

Application Deadline :

2025-06-09

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

Banking and Financial Services

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Financial Planning Analyst • Montreal, Montreal (administrative region), Canada