Financial Planning Analyst
Royal Bank of Canada
- Montreal, QC
- Permanent
- Full-time
- Prepare comprehensive personal 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
- Financial Planner diploma granted by the IQPF
- Minimum of 5 years of experience in financial planning
- Superior communication skills in French English, both written and verbal
- Required to communicate with teams located across Canada.
- In-depth understanding and knowledge of the Canadian taxation system
- Working knowledge of Conquest financial planning software
- Strong knowledge of Microsoft Office (Word, Excel, Outlook)
- Accounting designation
- 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