In the Family Office Service team, the Financial Planning Analyst is a role that will focus on retirement and wealth planning for clients. Together with the regional planning specialists, the analyst will also be responsible for the preparation and refinement of “Compass” financial plans.
Royal Bank of Canada is a company that promotes respect, inclusiveness, and the best performance. See below for the complete job listing, and get to know this exciting opportunity better.
Also hiring: Mushroom farm worker
Employer Details
Company : Royal Bank Of Canada
Location : Toronto, Ontario, Canada
Salary : CA$79,820 per year
Job type : Full-time
Start Date : As soon as possible
Benefits: Total rewards program, bonuses, flexible benefits, commissions, stocks, supportive leadership, working in a dynamic and inclusive environment, flexible work-life, and access to various opportunities at work.
Job Description
- The position of Financial Planning analyst would involve developing comprehensive strategies for tax, retirement, and estate planning for the clients using Royal Bank of Canada’s custom-built financial planning tools.
- Utilize exclusive tools to offer detailed retirement, taxation, and estate planning tactics.
- Promote a teamwork and diversity driven environment throughout the Family Office Service group.
- Create and improve “Compass” financial plans for customers on a continuous basis.
- Involves cooperating with local Financial Planning Specialists to provide planning solutions that are well integrated.
- Work at Royal Bank of Canada Centre, Toronto, full-time and onsite, in the Wealth/Family Office platform.
- Take part in flawless client service through support functions that are both centralized and regional.
Responsibilities
- By evaluating the objectives, the current situation, and the personalized strategies of the clients, prepare comprehensive personal financial plans.
- Remain current with the financial planning standards, industry practices, and regulatory expectations.
- Recognize and pursue the opportunities for complementary RBC products and solutions, and follow up on them.
- Build and maintain strong partnerships with a wide knowledge of all RBC business units.
- Share your thoughts and help in the development projects that are aimed at improving the services.
- Impart coaching and training to other professionals in the Wealth Management area.
Requirements
- CFP or PFP certification.
- Over 5 years of experience in financial planning.
- Exceptional written and spoken communication skills in English.
- Thorough knowledge of the Canadian tax system.
- Familiarity with Conquest financial planning software.
How to apply?
In case this post catches your attention, feel free to follow the link provided below in order to get further information regarding the job posting and submit your application to the Royal Bank of Canada.