Royal Bank of Canada

Financial Planning Analyst

Royal Bank of Canada$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Finance or Wealth Management
  • CFP or equivalent financial planning designation
  • 5+ years in financial planning, ideally within Wealth Management
  • Extensive knowledge of financial planning and Canadian Income Tax
  • Proficiency in Microsoft Office, especially Word and Excel

Responsibilities

  • Prepare personal financial plans for high net-worth clients
  • Recommend strategies to improve clients' financial situations
  • Collaborate with partners to enhance service delivery
  • Stay updated on financial planning standards and practices
  • Participate in development projects to enhance service offerings
  • Coach and train fellow professionals in Family Office Services

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • Supportive leaders focused on your development
  • Opportunity to create a lasting impact
  • Dynamic, collaborative, and high-performing team environment
  • Flexible work/life balance options
  • Challenging and varied work opportunities
  • Pathways for progressive career growth
  • Access to diverse job opportunities within the organization
Full Job Description
Job Description

What is the opportunity?

As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst provides 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. Both services require the preparation and ongoing development of our "Compass" comprehensive financial plans.

This is 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 will you 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
  • Stay current with financial planning standards and practices
  • Contribute ideas and participate in development projects to enhance our services
  • Provide ongoing coaching and training to other professionals in Family Office Services


What do you need to succeed?

Must haves:
  • Undergraduate diploma in a related field, preferably Finance or Wealth Management
  • CFP or Financial planning designation
  • 5 years of experience in financial planning, preferably in Wealth Management
  • Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)
  • Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment


Nice-to-have:
  • Knowledge of Conquest financial planning application
  • Accounting designation
  • Natural curiosity towards learning and broadening the personal knowledge base
  • Bilingualism (English and French) both oral and written


What's in it for you?

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • 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.
  • Opportunities to take on progressively greater accountabilities.
  • Access to a variety of job opportunities across business.


RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-11

Application Deadline:

2026-10-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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