Financial Planning Analyst

Royal Bank of Canada

Toronto, Canada
Base: not specified; bonus/equity: commissions + s...
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 as part of the Family Office Service team

Job Summary

  • The Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions as part of the Family Office Service team.
  • The role includes preparing comprehensive personal financial plans, staying current with financial planning standards, and contributing to service enhancements.
  • Employees benefit from a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for career growth.

Matching Summary

The Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions as part of the Family Office Service team.

Salary

Base: Not specified; Bonus/Equity: Commissions and stock where applicable; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Comprehensive financial planning solutions
  • Financial planning software (Conquest)
  • Canadian taxation system knowledge
  • Superior communication skills in English
  • Partnership with Financial Planning Specialists
  • Microsoft Office proficiency

Nice-to-have

  • Bilingual English / French
  • Accounting designation
  • Coaching and training other professionals
  • Collaborative and high-performing 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 system

Work Rights

Not specified

Tailored Resume

Cover Letter