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Financial Planning Analyst

RRoyal Bank of Canada
Toronto, Canada,Royal Bank of Canada - CALGARY,Royal Bank of Canada - Edmonton,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

This role at RBC involves providing comprehensive financial planning solutions to clients, focusing on tax, retirement, and estate planning strategies using proprietary tools like "Compass." The analyst works as a primary financial planner within a centralized service and in partnership with Financial Planning Specialists in different regions, preparing and developing financial plans.

What We're Looking For

Prepare comprehensive personal financial plans for various sales forces and Financial Planning Specialists, including determining client objectives, analyzing current situations, and developing appropriate advice, strategies, and recommendations.

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

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 fast-changing software

Accounting designation (Nice-to-have)

Bilingual English / French (Nice-to-have)

Hard Skills

Cash Management
Competitive Markets
Investment Management
Investment Risk Management
Financial planning software (Conquest)
Microsoft Office (Word & Excel)
Canadian taxation system

Soft Skills

Client Counseling
Customer Service
Customer Service Management
Decision Making
Interpersonal Relationship Management
Results-Oriented
Communication
Adaptability

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program (bonuses, flexible benefits, competitive compensation, commissions, stock)
Supportive leaders for development (coaching, 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
Opportunities for progressively greater accountabilities
Access to a variety of job opportunities across business

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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