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Financial Planning Analyst- En
Company | RBC Wealth Management |
Address | Montréal-Ouest, Quebec, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services |
Expires | 2023-10-01 |
Posted at | 8 months ago |
Come Work with Us!
- 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
- Provide ongoing coaching and training to other professionals in Wealth Management Services
- Maintain a high level of partnership and knowledge regarding all of RBC’s units
- Be involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutions
- Contribute ideas and participate in development projects to enhance our service and generate revenue
- Strong knowledge of Microsoft Office (Word, Excel, Outlook)
- Financial Planner diploma granted by the IQPF
- Superior communication skills in French and English, both written and verbal,
- Working knowledge of financial planning software
- In-depth understanding and knowledge of the Canadian taxation system
- Required to communicate with teams located across Canada.
- Minimum of 5 years of experience in financial planning
- Accounting designation
- Financial strength and strong brand
- Work in a dynamic, collaborative, progressive, and high-performing team
- Leaders who support your development through coaching and managing opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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