Financial Planning Analyst

As a member of the Family Office Services team, the Financial Planning Analyst provides comprehensive financial planning solutions. The candidate acts as the primary financial planner within our centralized planning service and as a partner to Financial Planning Specialists. Both services require the continuous preparation and development of our "Compass" financial plans.

This is a role focused on retirement and wealth planning, which involves providing tax, succession, and retirement planning strategies using our exclusive range of personal financial planning tools.

Responsibilities

• Prepare complete personal financial plans for high-net-worth clients.
• Formulate recommendations and identify opportunities to optimize clients' financial situations.
• Maintain a high level of knowledge and collaboration with partners.
• Stay up-to-date with financial planning standards and practices.
• Propose ideas and participate in development projects to enhance our services.
• Provide coaching and mentoring to other professionals within Family Office Services.
• Key Success Factors

Requirements

• Bachelor's degree in a related field (preferably in finance or wealth management).
• Certified Financial Planner (CFP) designation from the IQPF.
• At least five years of experience in financial planning, preferably in wealth management.
• Excellent knowledge of Canadian personal and corporate income tax planning.
• Proficiency in Microsoft Office (Word and Excel) and ability to adapt to a rapidly changing environment.
• Bilingualism required (English and French).

Assets

• Knowledge of the Conquest financial planning application.
• Chartered Professional Accountant (CPA) designation.
• Innate curiosity; willingness to learn and deepen existing knowledge.
• Job Benefits

We strive to think differently to drive our growth and collaborate to provide sound advice that contributes to the success of our clients and the prosperity of communities. We care about the well-being of everyone and aspire to realize our full potential, foster community growth, and contribute to the success of all.

• Comprehensive compensation program including bonuses and benefits, competitive remuneration, commissions, and stock options, where applicable.
• Leadership development through coaching and management opportunities.
• Opportunity to make a significant contribution and have a lasting impact.
• Work within a dynamic and high-performing team focused on innovation and collaboration.
• Flexible work-life balance options.
• Opportunities to take on challenges.
• Potential for progressive responsibility.
• Access to various career opportunities within the company.
• Professional Skills

Results-oriented, Client Advisory, Investment Management, Cash Management, Interpersonal Relationship Management, Investment Risk Management, Customer Service Management, Competitive Markets, Decision Making, Customer Service

Additional Job Details

Address: 1 PLACE VILLE MARIE, MONTREAL

City: Montreal

Country: Canada

Weekly Working Hours: 37.5

Employment Type: Full-time

Industry: Wealth Management

Function Type: Regular

Salary Scale Type: Salaried

Posting Date: 2026-07-14

Application Deadline: 2026-07-28

Note: *Applications will be accepted until 23:59 on the day before the above deadline.*

Our Job Opportunities

At RBC, we are guided by our common values – Client First, Integrity, Collaboration, Respect, and Excellence – and the principle Together at RBC, the key to success. We believe that an inclusive work environment offering diverse perspectives is essential to our continuous growth as one of the world's largest and most profitable financial institutions. Our work environment that fosters excellence, collaboration, innovation, and professional growth contributes to realizing our purpose and generating value for our clients and communities. To achieve this, we implement policies and programs that promote a respectful and inclusive work environment and provide opportunities for all.

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RBC is currently seeking candidates to apply for this vacant position. By applying to this job posting, you express your intention to pursue your career at RBC by taking this opportunity. Qualified candidates may be invited for a more detailed review of their resume.