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. NB: This is not a Financial Analyst role but rather a Financial Planning Analyst 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 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 recommendationsContribute ideas and participate in development projects to enhance our service and generate revenueStay current with financial planning standards and practicesBe involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutionsMaintain a high level of partnership and knowledge regarding all of RBC's unitsProvide ongoing coaching and training to other professionals in Wealth Management ServicesWhat do you need to succeed?Must-haveSuperior communication skills in French and English, both written and verbalFinancial Planner diploma granted by the IQPF3 to 5 years of experience in financial planning, client-facing experience a strong assetIn-depth understanding and knowledge of the Canadian taxation systemWorking knowledge of financial planning software (NaviPlan preferred)Strong knowledge of Microsoft Office (Word, Excel, Outlook)Nice-to-haveAccounting designationWhat'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 applicableLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamFinancial strength and strong brandPrestigeJoin our Talent Community
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .JOB SUMMARY City:
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 (%):
N/A People Manager:
No Application Deadline:
Wealth Management Req ID:
Management and Executive