- Prepare comprehensive personal financial plans on behalf of the various sales forces and with the Financial Planning Specialists which includes determining the clients' objectives, analyzing the clients' current situations, and developing appropriate advice, strategies, and recommendations
- Contribute ideas and participate in development projects to enhance our service and generate revenue
- Stay current with financial planning standards and practices
- Be involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutions
- Maintain a high level of partnership and knowledge regarding all of RBC's units
- Provide ongoing coaching and training to other professionals in Wealth Management Services What do you need to succeed? Must-have
- Financial Planner diploma granted by the IQPF
- Minimum of 5 years of experience in financial planning
- Superior communication skills in French English, both written and verbal
- Required to communicate with teams located across Canada.
- In-depth understanding and knowledge of the Canadian taxation system
- Working knowledge of Conquest financial planning software
- Strong knowledge of Microsoft Office (Word, Excel, Outlook) Nice-to-have
- Accounting designation 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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Financial strength and strong brand Prestige Job Skills Additional Job Details
-
Financial & Planning Analyst (Internship)
Found in: Jooble CA O L C2 - 6 hours ago
McKesson Corporation Montréal, QC, Canada InternshipSHIPAnalyste financier Principal(e), Planification Financière et Analyse / Sr. McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and a ...
-
senior planning analyst
Found in: Jooble CA O C2 - 1 day ago
Egon Zehnder Montréal, QC, CanadaPlease submit application materials in English* · We are seeking a highly motivated and proactive Senior Business Analyst to join our Expert team serving North America based in Montreal. In this fast-paced role, the Senior Business Analyst will be responsible for guiding internal ...
-
Financial Planning Analyst
Found in: Talent CA C2 - 2 days ago
Royal Bank of Canada> Montreal, CanadaJob Summary · Job Description · What is the opportunity? · As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planne ...
-
Financial Planning Analyst
Found in: beBee S2 CA - 2 weeks ago
RBC - Royal Bank Montreal, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planne ...
-
Financial & Planning Analyst (Internship)
Found in: Jooble CA O C2 - 1 day ago
McKesson's Corporate Montréal, QC, Canada InternshipSHIPWe may use Google Analytics to measure how you interact with our website in order to improve the user experience. Twitter · We may use other tracking technologies to collect and store personal information about your visit to our website. Server Logs – used to track the website t ...
-
Financial & Planning Analyst (Internship)
Found in: Jooble CA O C2 - 1 day ago
McKesson Corporation Montréal, QC, Canada InternshipSHIPAnalyste financier principal(e), Planification et analyse financières / Sr. McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and ...
-
Financial & Planning Analyst (Internship)
Found in: Jooble CA O L C2 - 6 hours ago
McKesson's Corporate Montréal, QC, Canada InternshipSHIPWe may use Google Analytics to measure how you interact with our website in order to improve the user experience. Twitter · We may use other tracking technologies to collect and store personal information about your visit to our website. Server Logs – used to track the website t ...
-
Senior Analyst, Financial Planning
Found in: Talent CA C2 - 4 days ago
SSENSE Montreal, Canada Full timeCompany Description · SSENSE is a global technology platform operating at the intersection of culture, community, and commerce. Headquartered in Montreal, it features a mix of established and emerging luxury brands across womenswear, menswear, kidswear, and Everything ElseTM. SS ...
-
Senior Analyst, Financial Planning
Found in: Talent CA C2 - 1 day ago
SSENSE Montreal, Canada Full timeCompany Description · SSENSE is a global technology platform operating at the intersection of culture, community, and commerce. Headquartered in Montreal, it features a mix of established and emerging luxury brands across womenswear, menswear, kidswear, and Everything ElseTM. SS ...
-
Senior Financial Planning and Analysis Analyst
Found in: Jooble CA O C2 - 1 day ago
Valsoft and Aspire Operating Group Montréal, QC, CanadaWe are hiring at Aspire Software for a highly skilled and experienced Senior Financial Planning and Analysis Analyst to join our growing team in Montreal · We are seeking a highly skilled and experienced Senior Financial Planning and Analysis Analyst who possesses a deep understa ...
-
Analyst Operations Planning
Found in: beBee S2 CA - 6 days ago
CAE Montréal (St-Laurent ), Canada OTHERRole and Responsibilities · The Analyst will be a key contributor to enable the sales and operations planning team and to support our Business Aviation, Helicopter Aviation and Maintenance training businesses. This analyst will support the team with presentation updates for multi ...
-
Technical Communication Analyst
Found in: beBee Professionals CA - 5 days ago
BeBee Professionals is looking for a Technical Communication Analyst to join our team in Montreal. · The successful candidate will be responsible for developing and maintaining technical documentation, including user manuals, product specifications, and training materials. The Te ...
-
Payroll Analyst for Retail Business
Found in: beBee Professionals CA - 5 days ago
beBee Professionals Montreal, Canada Payroll Processing Specialists FreelanceBeBee Professionals is looking for a Payroll Analyst for Retail Business to join our team in Montreal. · The successful candidate will be responsible for the accurate and timely processing of payroll for all employees in the retail business. This includes the calculation of wages ...
-
Information Security Analyst
Found in: beBee Professionals CA - 5 days ago
BeBee Professionals is looking for an Information Security Analyst to join our team in Montreal. · The Information Security Analyst will be responsible for developing and implementing security measures to protect the company's computer networks and systems. The successful candida ...
-
Aerospace Business Analyst
Found in: beBee Professionals CA - 5 days ago
Aerospace Business Analyst · beBee Professionals is looking for an Aerospace Business Analyst to join our team in Montreal. The successful candidate will be responsible for analyzing and interpreting data related to the aerospace industry, developing strategies to improve the per ...
-
Business Intelligence Analyst
Found in: beBee Professionals CA - 5 days ago
BeBee Professionals is looking for a Business Intelligence Analyst to join our team in Montreal. · The successful candidate will be responsible for developing and maintaining business intelligence solutions to support the organization's strategic objectives. This includes designi ...
-
Compliance Assurance Analyst
Found in: beBee Professionals CA - 5 days ago
BeBee Professionals is looking for a Compliance Assurance Analyst to join our team in Montreal. · The Compliance Assurance Analyst will be responsible for ensuring that the company's operations and activities comply with applicable laws, regulations, and standards. The successful ...
-
Technical Report Writer and Analyst
Found in: beBee Professionals CA - 5 days ago
BeBee Professionals is looking for a Technical Report Writer and Analyst to join our team in Montreal. · The successful candidate will be responsible for creating technical reports and analyzing data to identify trends and opportunities. The Technical Report Writer and Analyst wi ...
-
Network Support Analyst
Found in: beBee Professionals CA - 5 days ago
Network Support Analyst · beBee Professionals is looking for a Network Support Analyst to join our team in Montreal. The successful candidate will be responsible for providing technical support and maintenance of the company's network infrastructure. · The ideal candidate should ...
-
Documentation Analyst
Found in: beBee Professionals CA - 5 days ago
BeBee Professionals is looking for a Documentation Analyst to join our team in Montreal. · The Documentation Analyst will be responsible for creating, maintaining, and managing technical documentation for our products and services. The successful candidate will have a strong unde ...
Financial Planning Analyst - Montreal, Canada - 0000050599 RBC Dominion Securities Inc.
Description
Job Description
What is the opportunity? As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with 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 in their respective regions. Both services require the preparation and ongoing development of our proprietary "Compass" comprehensive financial plans.Please note: This is not a Financial Analyst role but rather a Financial 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?Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MONTRÉALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
I nclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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