Financial Planning Analyst- EN

RBC; Montreal (administrative region); On-site; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Bonus program and flexible benefits

Stock options where applicable

Job summary

RBC is seeking a Financial Planning Analyst to lead tax, retirement, and estate planning efforts for a high net-worth client base within our Family Office Service. You will develop and refine the Compass financial plans as primary planner in our centralized service and in partnership with Financial Planning Specialists.

The role emphasizes advanced planning, strong collaboration, and ongoing coaching to other professionals. Excellent knowledge of Canadian income tax and finance tools is required.

Qualifications

• Undergraduate degree in a related field, preferably Finance or Wealth Management.
• Financial Planner diploma granted by the IQPF.
• 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).
• Bilingualism (English and French) required.

Responsibilities

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

Skills

Cash Management

Client Counseling

Competitive Markets

Customer Service

Customer Service Management

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Risk Management

Results-Oriented

Education

Undergraduate degree in Finance or Wealth Management

IQPF Financial Planner diploma

Tools

Conquest Financial Planning

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.

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.

This is 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 will you do?

• Prepare comprehensive personal financial plans for high net-wroth 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

What do you need to succeed?

Must haves

• Undergraduate diploma in a related field, preferably Finance or Wealth Management
• Financial Planner diploma granted by the IQPF
• 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
• Bilingualism (English and French) required

Nice-to-have:

• Knowledge of Conquest financial planning application
• Accounting designation
• Natural curiosity towards learning and broadening the personal knowledge base

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: 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: 2026-08-11

Application Deadline: 2026-10-30

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

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.