Financial Planning Analyst at RBC

Elevate your career with RBC as a Financial Planning Analyst focused on retirement and wealth strategies in Toronto. Use your knowledge to deliver comprehensive planning solutions utilizing proprietary tools.

As part of the Family Office Service team, you will partner with Financial Planning Specialists to prepare personal financial plans. Your in-depth understanding of clients’ needs allows for tailored advice and strategies. Staying abreast of financial planning practices is key to your success.

Key Responsibilities:

• Develop and deliver comprehensive financial plans for clients

• Identify and analyze clients’ objectives for accurate advice

• Coach and guide Wealth Management team members

• Spot and follow up on business opportunities and solutions

• Contribute to projects that enhance planning services

Requirements:

• CFP or PFP designation mandatory

• At least 5 years of financial planning experience required

• In-depth knowledge of Canadian tax regulations

• Proficiency in Conquest and Microsoft Office

• Excellent verbal and written communication skills

Contribute your financial expertise to RBC and help clients navigate their wealth journey.
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