{"id":1242046,"url":"https://alion.io/job/rbc-financial-planning-analyst","title":"Financial Planning Analyst","company":{"id":1757835,"name":"Royal Bank of Canada","domain":"rbc.com","url":"https://alion.io/company/rbc-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Phenom","truth_index":{"grade":"A","score":100,"open_postings":83,"ghost_share":0.012,"stale_share":0,"repost_share":0.145,"time_to_fill_p50_days":14,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Montreal, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":48000,"max_usd":83000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":456},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-08-26T00:00:00Z","employer_posted_date":"2026-11-04","last_verified_at":"2026-11-10T03:09:05Z","board_verified":true,"closed_at":null,"days_open":76,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":75},"description":"Job Description\nWhat is the opportunity?\nAs 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.\nThis 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.\nWhat will you do?\nPrepare comprehensive personal financial plans for high net-wroth clients\nRecommend advice and opportunities to enhance client’s financial situation\nMaintain a high level of collaboration and knowledge with partners\nStay current with financial planning standards and practices\nContribute ideas and participate in development projects to enhance our services\nProvide ongoing coaching and training to other professionals in Family Office Services\nWhat do you need to succeed?\nMust haves\nUndergraduate diploma in a related field, preferably Finance or Wealth Management\nFinancial Planner diploma granted by the IQPF\n3-5 years of experience in financial planning, preferably in Wealth Management\nFinancial planning knowledge\nKnowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment\nBilingualism (English and French) both oral and written\nNice-to-have:\nKnowledge of Conquest financial planning application\nNatural curiosity towards learning and broadening the personal knowledge base\nWhat’s in it for you?\nWe 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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.\nA comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.\nLeaders who support your development through coaching and managing opportunities\nAbility to make a difference and lasting impact.\nWork in a dynamic, collaborative, progressive, and high-performing team.\nFlexible work/life balance options.\nOpportunities to do challenging work.\nOpportunities to take on progressively greater accountabilities. \nAccess to a variety of job opportunities across business.\nRBC 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.\nJob Skills\nCash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job Details\nAddress:\n1 PLACE VILLE MARIE:MONTRÉALCity:\nMontréalCountry:\nCanadaWork hours/week:\n37.5Employment Type:\nFull timePlatform:\nWEALTH MANAGEMENTJob Type:\nRegularPay Type:\nSalariedPosted Date:\n2026-08-11Application Deadline:\n2026-12-31Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above\nOur Employment Opportunities\nAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.\nJoin our Talent Community\nStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.\nExpand your limits and create a new future together at RBC. 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