Financial Planning Analyst
RBC — MONTRÉAL, Quebec, Canada
Posted 2026-08-11
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-wroth 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 Finan