Full-Time

Financial Planning Analyst

Confirmed live in the last 24 hours

Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

No salary listed

Senior

Toronto, ON, Canada

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • 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
Responsibilities
  • 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
Desired Qualifications
  • Accounting designation
  • Bilingual English / French

Royal Bank of Canada (RBC) is a major financial institution that provides a wide range of services including personal and commercial banking, wealth management, insurance, investor services, and capital markets. RBC operates in Canada, the United States, and 27 other countries, serving over 17 million clients. The bank generates revenue through various financial products such as loans, mortgages, and investment services. RBC focuses on enhancing client experiences by leveraging technology and innovation in its services. Unlike many competitors, RBC emphasizes community support through donations and employee volunteerism, which is a key part of its corporate philosophy. The bank aims to foster community prosperity while adapting to the changing needs of its diverse clientele, driven by a dedicated workforce of over 94,000 employees.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1864

Simplify Jobs

Simplify's Take

What believers are saying

  • RBC's partnership with Canadian Tire enhances loyalty programs and customer retention.
  • Kamran Azim's appointment strengthens RBC's private banking presence in the Asian market.
  • RBC's involvement in the 2025 LEADHER Awards boosts its brand reputation for diversity.

What critics are saying

  • Richmond's lawsuit against RBC could lead to financial and reputational damage.
  • Unresolved industrial disputes post-acquisition may disrupt RBC's operations and employee satisfaction.
  • Potential U.S. tariffs could impact RBC's profitability and necessitate increased capital reserves.

What makes Royal Bank of Canada unique

  • RBC is Canada's largest bank by market capitalization, showcasing financial strength.
  • The bank's diversified business model spans banking, wealth management, and capital markets.
  • RBC's focus on innovation and technology enhances client experiences and operational efficiency.

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Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

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