Financial Analyst Retirement & Wealth Planning

Position: Financial Analyst for Retirement & Wealth Planning
Location: Montreal

Become a part of RBC’s Family Office Service team as a Financial Analyst specializing in Retirement and Wealth Planning. You'll provide critical solutions, enhancing financial and estate strategies for high net-worth individuals.

This role places you at the forefront of client financial well-being. Working closely with Financial Planning Specialists, you'll prepare and develop comprehensive financial plans, ensuring that you'll deliver superior service and support to clients while maintaining industry standards. Your bilingual ability will be a key asset in building strong client relationships.

Key Responsibilities:

• Create comprehensive personal financial plans

• Offer advice to improve client financial standings

• Sustain collaborative relationships with financial planning partners

• Update knowledge of financial planning standards

• Train new team members in Family Office Services

Requirements:

• Diploma in Finance or a related field

• IQPF Financial Planner diploma necessary

• Minimum 5 years of relevant experience

• Proficient in Canadian Income Tax aspects

• Bilingual in English and French

Leverage your financial planning acumen and bilingual skills to impact RBC’s clientele positively in Montréal.
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