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About the Role

As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides comprehensive financial planning solutions. This role focuses on providing tax, retirement, and estate planning strategies using proprietary personal financial planning tools.

Responsibilities

• Prepare comprehensive personal financial plans for high net-worth clients
• Recommend advice and opportunities to enhance client’s financial situation
• Maintain a high level of collaboration and knowledge with partners
• Stay current with financial planning standards and practices
• Contribute ideas and participate in development projects to enhance our services
• Provide ongoing coaching and training to other professionals in Family Office Services

Requirements

• Undergraduate diploma in a related field, preferably Finance or Wealth Management
• CFP or Financial planning designation
• 5 years of experience in financial planning, preferably in Wealth Management
• Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)
• Advanced knowledge of Microsoft Office (Word & Excel)
• Ability to adapt to a fast-changing environment
• Knowledge of Conquest financial planning application
• Accounting designation
• Natural curiosity towards learning and broadening the personal knowledge base
• Bilingualism (English and French) both oral and written

Skills

• Cash Management
• Client Counseling
• Competitive Markets
• Customer Service
• Customer Service Management
• Decision Making
• Interpersonal Relationship Management
• Investment Management
• Investment Risk Management
• Results-Oriented

Location

• RBC CENTRE, 155 WELLINGTON ST W:TORONTO
• Toronto
• Canada

Work Type

• Full time

Experience Level

• 5 years of experience

Education Level

• Undergraduate diploma
• CFP or Financial planning designation
• Accounting designation

Salary/Compensations

• $55,000.00 - $90,000.00

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation
• Commissions
• Stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

About the Company

• At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
• We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
• Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
• RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Equal Opportunity

• RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.