Job Summary
Job Description
This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.
What is the opportunity?
As an integral part of the Family Office Service (FOS) 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.
What will you do?
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
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
Contribute ideas and participate in development projects to enhance our services
Provide ongoing coaching and training to other professionals in Wealth Management Services
What do you need to succeed?
Must-have
CFP or PFP Designation
Minimum of 5 years of experience in financial planning
Superior communication skills in English, both written and verbal
In-depth understanding and knowledge of the Canadian taxation system
Working knowledge of financial planning software (Conquest)
Strong knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast changing software
Nice-to-have
Accounting designation
Bilingual English / French
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
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work / life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
Job Skills
Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented
Senior Financial Analyst , Financial Planning & Analysis
Advanced knowledge of Microsoft Excel; Experience in financial modeling and financial planning and analysis. Provide financial planning and analytical support to all Business Partners including variance analysis, reporting, identification of risks and opportunities. Prepare monthly reporting package...
Senior Analyst, Financial Planning & Analysis
Our client within furniture manufacturing requires a Senior Analyst, Financial Planning and & Analysis to join their team. This role reports into the Controller, Financial Reporting and is in-office Monday to Friday. Oversee the company’s financial reporting and analysis functions. Ensure timely del...
Senior Financial Analyst, Financial Planning & Analysis
We are looking for our next Senior Financial Analyst of Finance Business Partnering. Ensure accurate financial assumptions in corporate and business unit strategic planning processes are consistently made. Support the development/refinement of appropriate efficiency metrics, dashboards and financial...
Financial Analyst, Financial Reporting, Planning & Analysis
Support the Forecast and Planning process including expense budgeting and financial planning. Senior Manager, Financial Reporting, Planning & Analysis. You’ll drive improvements and recognize emerging trends that will impact financial reporting and planning. Preparation and review of complex, st...
Senior Financial Analyst , Financial Planning and Analysis - 12 Month Contract
Prepare monthly production, rate & retention reports and monthly financial analysis pack with supporting variance analysis. Execution of the annual Plan using Workday Adaptive Planning to produce the Canadian P&L which includes premium, reinsurance, acquisition and expenses. FP&A/ financial reportin...
Senior Financial Analyst - Financial Planning and Analysis
As a Senior Financial Planning Analyst, you’ll play a pivotal role in driving the financial planning process, developing, analyzing, and maintaining financial models to support budgeting, forecasting, and month-end reporting. We are supporting a well-established manufacturing company in Etobicoke an...
Senior Analyst, Cost Analytics, Financial Analytics and Planning
The Associate / Senior Analyst of Cost Analytics will report to the Manager of Cost Analytics within the Financial Analytics & Planning Team. The Senior Analyst of Cost Analytics is responsible for supporting the organization's operational strategy to align with financial objectives, ensuring that r...
Financial Planning Analyst
This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools. As an integral part of the Family Office Service (FOS) team, the Financi...
Senior Financial Analyst, Strategic Planning
Sobeys is full of exciting opportunities, and we are always looking for bright new talent to join our team! We currently have an opportunity for a Senior Financial Analyst on our E-commerce Finance & Strategy team. Help monitor the external environment, including macroeconomic trends, competitiv...
Senior Financial Planning Analyst - Finance
Reporting to the Manager Finance Clinical Program, the Senior Financial Planning Analyst will be responsible for a broad range of financial accountabilities and financial services across CAMH portfolios. The Senior Financial Planning Analyst will build effective, collaborative relationships and work...