Role Overview
As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst prepares comprehensive financial plans. The Financial Planning Analyst works in partnership with the Financial Planning Specialists to achieve this goal.
What You Will Do
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, and contribute ideas and participate in development projects to enhance our services.
Why It Might Be a Fit
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.
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
Benefits
- Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- Commissions
- Stock where applicable
To apply for this job please visit rbc.wd3.myworkdayjobs.com.
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