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Financial Planning Analyst

RRoyal Bank of Canada
Royal Bank of Canada - Edmonton,Royal Bank of Canada - MONTRÉAL,Toronto, Canada,Royal Bank of Canada - CALGARY,Royal Bank of Canada - Saskatoon,Royal Bank of Canada - Halifax,Royal Bank of Canada - Regina,Royal Bank of Canada - London,Royal Bank of Canada - North Bay,Royal Bank of Canada - Timmins,Royal Bank of Canada - Kelowna,Royal Bank of Canada - VANCOUVER
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Description

The Financial Planning Analyst, as part of the Family Office Service (FOS) team at Royal Bank of Canada, is responsible for delivering comprehensive financial planning solutions to clients. This involves acting as a primary financial planner in a centralized service role and collaborating with Financial Planning Specialists in various regions. Key responsibilities include preparing and continuously developing proprietary 'Compass' comprehensive financial plans, determining client objectives, analyzing current financial situations, and formulating appropriate advice, strategies, and recommendations, particularly in tax, retirement, and estate planning. The role also involves staying current with financial planning standards, identifying business opportunities, maintaining strong partnerships across RBC units, contributing to service enhancement projects, and providing coaching and training to other wealth management professionals.

What We're Looking For

Prepare comprehensive personal financial plans for sales forces and Financial Planning Specialists.,Determine clients' objectives, analyze current situations, and develop appropriate advice and strategies.,Stay current with financial planning standards and practices.,Identify, introduce, and follow up on opportunities for complimentary businesses and solutions.,Maintain a high level of partnership and knowledge regarding all RBC units.,Contribute ideas and participate in development projects to enhance services.,Provide ongoing coaching and training to other professionals in Wealth Management Services.

Ideal Candidate

Financial Planner diploma granted by the IQPF (Must-have).,5 years of experience in financial planning (Must-have).,Client-facing experience (Strong asset).,In-depth understanding and knowledge of the Canadian taxation system (Must-have).,Accounting designation (Nice-to-have).

Minimum Education

Financial Planner diploma

Hard Skills

Financial planning standards and practices
Canadian taxation system
Financial planning software (Conquest)
Microsoft Office (Word & Excel)
Cash Management
Investment Management
Investment Risk Management

Soft Skills

Client Counseling
Customer Service
Decision Making
Interpersonal Relationship Management
Results-Oriented
Partnership
Coaching
Training
Collaboration
Progressive Thinking

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program
Bonuses
Flexible benefits
Competitive compensation
Development support through coaching and managing opportunities
Ability to make a difference and lasting impact
Dynamic, collaborative, progressive, and high-performing team environment
Flexible work/life balance options
Opportunities for challenging work

Also Available At

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
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