Financial Planning Analyst - Vancouver

Only for registered members Vancouver, Canada

1 month ago

Default job background
Full time $50,000 - $85,000 (CAD)

Job summary

As a Financial Planning Analyst at RBC, you will provide clients with comprehensive financial planning solutions. You will act as the primary financial planner in our centralized service and partner with Financial Planning Specialists to prepare and develop proprietary plans.

Responsibilities

  • Prepare comprehensive personal financial plans based on client objectives, current situations, and recommendations.
  • Stay current with financial planning standards and practices.
  • Analyze opportunities for complementary businesses and solutions.

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