- 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
- 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)
- Accounting designation
- 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
-
Financial & Planning Analyst (Internship)
Found in: Jooble CA O L C2 - 2 days 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 ...
-
Planning Analyst
Found in: Jooble CA C2 - 16 hours ago
Canadian National Railway Montréal, QC, CanadaBe part of our Information & Technology (I&T) team, a critical piece of the engine that keeps us in motion. From enterprise architecture to operational technology, our teams use the agile methodology to automate and digitize our railroad ensuring our operations run optimally and ...
-
senior planning analyst
Found in: Jooble CA O C2 - 3 days 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 - 3 days ago
0000050599 RBC Dominion Securities Inc. Montreal, Canada Full timeJob 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 centra ...
-
Financial Planning Analyst
Found in: beBee S2 CA - 3 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 - 3 days 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 - 3 days 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 - 2 days 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 - 6 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 - 3 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 Financial Planning and Analysis Analyst
Found in: Jooble CA O C2 - 3 days 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 - 1 week 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 ...
-
Senior Business Analyst Digital
Found in: Jooble CA O C2 - 3 days 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 ...
-
Analyste d'Affaires
Found in: Jooble CA O L C2 - 3 days ago
CGI Montréal, QC, CanadaReporting to the Director of Digital Solutions, the candidate will be responsible for carrying out functional analyses for our customer in relation to Microsoft Dynamics AX 2012 R3 and D365 F&O. · In this role, the AX analyst maintains close contact with the AX agile development ...
-
Inventory Management
Found in: Appcast CA C2 A - 17 hours ago
AY Talent Montreal, CanadaOur client is a global pharmaceutical corporation with locations worldwide. They are seeking an Inventory Management & MRP Lead to join their dynamic team. · The Inventory Management and MRP Lead will ensure adequate and qualitative inventory levels to support our customers by co ...
-
Analyste d'affaires
Found in: Appcast CA C2 A - 3 days ago
CGI Montreal, CanadaReporting to the Director of Digital Solutions, the candidate will be responsible for carrying out functional analyses for our customer in relation to Microsoft Dynamics AX 2012 R3 and D365 F&O. · In this role, the AX analyst maintains close contact with the AX agile development ...
-
Demand planner analyste H/F
Found in: Jooble CA O C2 - 3 days ago
McKesson's Corporate Montréal, QC, CanadaWe 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 ...
-
Spécialiste formation technique
Found in: Jooble CA O C2 - 3 days ago
Omnicom Media Group Montréal Montréal, QC, CanadaEnglish will follow ** · Oui, tu auras plus de 15h de formation, où on te montrera un paquet de choses pour développer tes compétences techniques et stratégiques. · (e de l'activation numérique, c'est toi qui piloteras de A à Z l'activation des campagnes de tes clients. · Tu pe ...
-
Spécialiste de plateformes
Found in: Appcast CA C2 A - 3 days ago
Omnicom Media Group Montréal Montreal, Canada** English will follow ** · Oui, tu peux travailler en agence et avoir un vrai équilibre travail-vie-personnelle. · Oui, tu auras plus de 15h de formation, où on te montrera un paquet de choses pour développer tes compétences techniques et stratégiques. · (Et non, tu ne deviendra ...
-
Compensation Analyst
Found in: Appcast CA C2 A - 3 days ago
Valnet Montreal, CanadaCompensation Analyst · Who we are: · Valnet Inc., the world's premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acq ...
Financial Planning Analyst - Montreal, Canada - Royal Bank of Canada>
Description
Job 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 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?
What do you need to succeed?
Must-have
Nice-to-have
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.
Prestige
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MONTRÉALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
Inclusion 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