Senior Manager, Long-Term Planning

hello fresh; Toronto; On-site; CAD 71,000 - 89,000; Full time

Benefits offered by this job

Bonus and flexible benefits

Stock options

Flexible work/life balance

Coaching and development opportunities

Challenging work

Job summary

RBC Wealth Management in Toronto is seeking a Financial Planning Analyst to provide comprehensive financial planning solutions, acting as the primary planner and partnering with Financial Planning Specialists to develop Compass plans focused on retirement and wealth planning with tax, retirement, and estate strategies.

You will work with high net-worth clients, prepare detailed plans, stay current with standards, collaborate with partners, and contribute to service development while coaching

Qualifications

• Undergraduate degree in Finance or Wealth Management required.
• CFP or Financial Planning designation required.
• 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 clients' financial situations.
• 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

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 diploma in Finance or Wealth Management

CFP or Financial Planning designation

Tools

Conquest financial planning application

Job description

About the Role

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.

Key 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

Must Haves

• Undergraduate diploma in a related field, preferably Finance or Wealth Management
• CFP or Financial planning 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‑Haves

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

Benefits

• 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

Job Details

• Salary: CA$71,208.00–CA$89,010.00 yearly
• Full-time +1
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Posted Date: 2026-08-11
• Application Deadline: 2026-10-30

Location

• Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO
• City: Toronto
• Country: Canada

Inclusion Statement

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.

Additional Information

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.