In the Family Office Service team, the Financial Planning Analyst is a role that focuses on retirement and wealth planning for clientele. Together with the regional planning specialists, the analyst will also be responsible for the preparation and refinement of “Compass” financial plans.
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Employer Details
Company : Royal Bank Of Canada
Location : Vancouver, British Columbia, Canada
Salary : $89901 per year
Job type : Full-time
Start Date : As soon as possible
Benefits: Total rewards program and other bonuses, working in a dynamic and inclusive environment, commissions, stocks when available, supportive leadership, flexible work-life, and access to various opportunities at work.
Job Description
- As a Financial Planning Analyst with the Royal Bank of Canada, you will be tasked with developing all-encompassing strategies related to tax, retirement, and estate planning for our clientele utilizing custom-made Royal Bank of Canada financial planning tools.
- Your role requires you to utilize these tools and provide customers with in-depth retirement, taxation, and estate planning strategies.
- You will work in a supportive team environment and promote a workplace that is engaged with diversity across the Family Office Service Group.
- Regularly maintain and enhance client “Compass” financial plans.
- You will work closely with Financial Planning Specialists in each community to ensure that you provide integrated and complete planning solutions.
- This position is located at the Royal Bank of Canada Centre in Toronto, Ontario, Canada and is a full-time, on-site position within the Wealth/Family Office platform of the Royal Bank of Canada.
- You will participate in a seamless customer experience by having centralized and regionalized support for your work.
Responsibilities
- Create personal financial plans based on the Client’s unique needs, short and long-term goals.
- Review each Client’s present-day situation and develop a customized plan for each.
- Stay up-to-date with current financial planning standards and regulatory requirements, as well as the current industry practices for wealth management.
- Provide feedback and participate in developing projects that improve the services provided to the Clients.
- Provide training and coaching to other Professionals within Royal Bank of Canada regarding all aspects of Wealth Management.
Requirements
- CFP or PFP certification.
- Exceptional written and spoken communication skills in English.
- Thorough knowledge of the Canadian tax system.
- Over 5 years of experience in financial planning.
- Familiarity with Conquest financial planning software.
How to apply?
Feel free to follow the link provided below in order to get more information about the job posting and submit your application to the Royal Bank of Canada.