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Financial Planning Analyst

Reference ID: RBCAA008885216

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What is the opportunity?

As an integral part of the Wealth Management Services 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 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
  • Contribute ideas and participate in development projects to enhance our service and generate revenues
  • 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
  • Provide ongoing coaching and training to other professionals in Wealth Management Services

  • What do you need to succeed?

  • Superior communication skills in French and English, both written and verbal
  • Financial Planner diploma granted by the IQPF
  • 3 to 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 (NaviPlan preferred)
  • Strong knowledge of Microsoft Office (Word, Excel, Outlook)

  • Nice-to-have
  • Accounting designation

  • 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

  • About RBC
    Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit .

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    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


    City: Montreal
    Address: 1 Place Ville Marie
    Work Hours/Week: 37.5
    Work Environment: Office
    Employment Type: Permanent
    Career Level: Experienced Hire/Professional
    Pay Type: Salary + Variable Bonus
    Required Travel (%): 0
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 03/31/2019
    Req ID: 182168

    Ad Code(s):

    Posted: March 15, 2019
    Closes: May 14, 2019
    Company Info
    10,000+ employees
    Banking & Finance

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    About RBC

    At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re ...