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Détails du poste

Job Description What is the opportunity? As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides 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. Both services require the preparation and ongoing development of our “Compass” comprehensive financial plans. This is a Retirement & Wealth Planning 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 personal financial plans for high net-wroth clients Recommend advice and opportunities to enhance client’s financial situation Maintain a high level of collaboration and knowledge with partners Stay current with financial planning standards and practices Contribute ideas and participate in development projects to enhance our services Provide ongoing coaching and training to other professionals in Family Office Services What do you need to succeed? Must haves Undergraduate diploma in a related field, preferably Finance or Wealth Management Financial Planner diploma granted by the IQPF 5 years of experience in financial planning, preferably in Wealth Management Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate) Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment Bilingualism (English and French) required Nice-to-have: Knowledge of Conquest financial planning application Accounting designation Natural curiosity towards learning and broadening the personal knowledge base 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. Flexible work/life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Access to a variety of job opportunities across business. RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail. Job Skills Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented Additional Job Details Address: 1 PLACE VILLE MARIE:MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-11 Application Deadline: 2026-10-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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 jobs.rbc.com

Ce que vous ferez

The analyst prepares comprehensive personal financial plans for high-net-worth clients, focusing on tax, retirement, and estate planning strategies. They collaborate with partners to provide advice and provide coaching and training to other professionals within Family Office Services.

Exigences

Candidates must have an undergraduate degree in Finance or Wealth Management, an IQPF Financial Planner diploma, and 5 years of experience in financial planning. Proficiency in Canadian Income Tax, Microsoft Office, and bilingualism in English and French are required.

Avantages

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options • Coaching and development • Flexible work/life balance options

Compétences indiquées

• Service à la clientèle · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Cash Management
• Client Counseling
• Competitive Markets
• Customer Service
• Customer Service Management
• Decision Making
• Interpersonal Relationship Management
• Investment Management
• Investment Risk Management
• Results-Oriented
• Financial Planning
• Tax Planning
• Estate Planning
• Retirement Planning
• Canadian Income Tax

Domaines d’emploi

• Finance & Accounting
• Consulting
• Sales
• Customer Service & Support
• Management & Leadership