Rbc
Finance
FinancialPlanningAnalyst
“Financial Planning Analyst at Rbc. Skills: Financial planning, Canadian taxation system, Client counseling, Investment management. Providing tax, retirement, and estate planning strategies. Providing clients with comprehensive financial planning solutions”
What You'll Achieve.
Deliver trusted advice to help our clients thrive and communities prosper
Industry & Context.
Analyzing the clients’ current situations; Developing appropriate advice, strategies, and recommendations
What They're Looking For.
Must Have
Financial Planner diploma granted by the IQPF, 5 years of experience in financial planning, In-depth understanding and knowledge of the Canadian taxation system, Working knowledge of financial planning software (Conquest), knowledge of Microsoft Office (Word & Excel), ability to adapt to a fast-changing software, Bilingualism (English and French) required
Nice to Have
Accounting designation, client-facing experience
What You'll Do.
and estate planning strategies
Providing clients with comprehensive financial planning solutions
Acting as the primary financial planner
Preparation and ongoing development of proprietary “Compass” comprehensive financial plans
Determining the clients’ objectives
Analyzing the clients’ current situations
Developing appropriate advice
Staying current with financial planning standards and practices
and following up on opportunities for complimentary businesses and solutions
Maintaining a high level of partnership and knowledge regarding all of RBC’s units
Contributing ideas and participate in development projects to enhance our services
Providing ongoing coaching and training to other professionals in Wealth Management Services
How You'll Work.
Team & Collaboration
Partnership role with the Financial Planning Specialists in their respective regions; Regularly do business with RBC partners and/or employees across Canada with English and French speaking needs; Work in a dynamic, collaborative, progressive, and high-performing team
Communication Scope
Bilingualism (English and French) required
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