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Financial Planning Analyst (2565309206)


Accounting / Finance



Montréal, Quebec, Canada

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 recommendations Contribute ideas and participate in development projects to enhance our service and generate revenue 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? Must-have 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 Work in a dynamic, collaborative, progressive, and high-performing team Financial strength and strong brand Prestige RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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 [Register to View] JOB SUMMARY 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: 11/07/2021 Platform: Wealth Management Req ID: 421188 Ad Code(s):