Financial Planning Analyst

Job Description
What is the opportunity?
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst prepares comprehensive financial plans. The Financial Planning Analyst works in partnership with the Financial Planning Specialists to achieve this goal.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-worth clientsRecommend advice and opportunities to enhance client's financial situationMaintain a high level of collaboration and knowledge with partnersStay current with financial planning standards and practicesContribute ideas and participate in development projects to enhance our servicesProvide ongoing coaching and training to other professionals in Family Office ServicesWhat do you need to succeed?
Must haves:
Undergraduate diploma in a related field, preferably Finance or Wealth ManagementCFP or PFP designation3 to 5 years of experience in financial planning, preferably in Wealth ManagementFinancial planning knowledgeKnowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environmentNice-to-have:
Knowledge of Conquest financial planning applicationNatural curiosity towards learning and broadening the personal knowledge baseBilingualism (English and French) both oral and writtenWhat'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 opportunitiesAbility 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.Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job Details
Address:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TorontoCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2026-08-11Application Deadline:2026-12-31Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur 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.
#J-18808-Ljbffr