# Financial Planning Analyst

**Company**: Royal Bank of Canada (RBC)
**Location**: Vancouver, British Columbia
**Experience**: mid
**Job type**: full-time
**Salary**: $55,000 - 90,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Financial-Planning-Analyst_R-0000183834-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_76b4cb80-558

## Description

As a Financial Planning Analyst in the Family Office Service (FOS) team at RBC, you will prepare comprehensive financial plans for high-net-worth clients. You will work closely with Financial Planning Specialists to achieve this goal. This is a Retirement & Wealth Planning role where you will provide tax, retirement, and estate planning strategies using RBC's proprietary personal financial planning tools.

**Responsibilities:**

- Prepare comprehensive personal financial plans for high-net-worth clients

- Recommend advice and opportunities to enhance client's financial situation

- Maintain a high level of collaboration and knowledge with partners

- Stay current with financial planning standards and practices

- Contribute ideas and participate in development projects to enhance services

- Provide ongoing coaching and training to other professionals in Family Office Services

**Requirements:**

- Undergraduate diploma in a related field, preferably Finance or Wealth Management

- CFP or Financial planning designation

- 3 to 5 years of experience in financial planning, preferably in Wealth Management

- Financial planning knowledge

- Knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment

**Nice-to-haves:**

- Knowledge of Conquest financial planning application

- Natural curiosity towards learning and broadening personal knowledge base

- Bilingualism (English and French) both oral and written

**What's in it for you?**

- Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

- Leaders who support 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

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## Skills

### Required
- Financial Planning
- Wealth Management
- Microsoft Office
- Client Counseling
- Investment Management
- Results-Oriented
- French

### Nice to have
- Conquest financial planning application

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Financial-Planning-Analyst_R-0000183834-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)