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Financial Planning Analyst

RBC Capital

RBC Capital

IT, Accounting & Finance
Montreal, QC, Canada
Posted on Friday, July 5, 2024

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?


  • Financial Planner diploma granted by the IQPF

  • Superior communication skills in French & English, both written and verbal

  • 5 years of experience in financial planning, client-facing experience a strong asset

  • 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

  • Bilingualism (English and French) required, as you will regularly do business with partners across Canada


  • Accounting designation

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

  • 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

Job Skills

Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details







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Full time


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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.

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