Financial Planning Analyst

Royal Bank of Canada

Vancouver, Canada
Base: $50,000 - $85,000; bonus/equity: discretiona...
Comprehensive financial planning solutions
Financial planning software (conquest)
Canadian taxation system knowledge
The Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions including tax, retirement, and estate planning strategies

Job Summary

  • The Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions including tax, retirement, and estate planning strategies.
  • The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Employees benefit from leaders who support development through coaching, opportunities to make a lasting impact, and a dynamic, collaborative, and high-performing team environment.

Matching Summary

The Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions including tax, retirement, and estate planning strategies.

Salary

Base: $50,000 - $85,000; Bonus/Equity: Discretionary bonus program available; Benefits: Comprehensive Total Rewards Program including flexible benefits

Skills & Requirements

Must-have

  • Comprehensive financial planning solutions
  • Financial planning software (Conquest)
  • Canadian taxation system knowledge
  • Superior English communication skills
  • Partnership with Financial Planning Specialists
  • Use of proprietary Compass financial plans

Nice-to-have

  • Accounting designation
  • Bilingual English/French
  • Coaching and training skills
  • Collaborative and progressive team environment
  • Flexible work/life balance options

Key Requirements

  • CFP or PFP Designation
  • Minimum 5 years financial planning experience
  • In-depth knowledge of Canadian taxation
  • Strong Microsoft Office skills
  • English proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter