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Financial Planning Analyst

November 17 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Actuarial Services, Bank, Insurance, Financial Services, Corporate finance, Treasury
Toronto, ON

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 on-going development of our proprietary “Compass” comprehensive financial plans.

Note: 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 revenues

- 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?

- CFP or PFP designation

- 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 suite (Word, Excel, Outlook)

- Accounting designation

- French written and verbal communication skills, an asset

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

- Ability to make a difference and lasting impact

- Work in a dynamic, collaborative, progressive, and high-performing team

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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

City: Toronto
Address: 155 Wellington Street West
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: 01/05/2022
Platform: Wealth Management

Req ID: 420644
Ad Code(s): network