Financial planning analyst
Royal Bank of Canada (RBC) based in Toronto, ON is inviting applications from suitable candidates for the position of Financial planning analyst. Royal Bank of Canada (RBC) is one of the largest and most diversified financial services institutions. It provides a wide range of services, including personal and commercial banking, wealth management, insurance, and capital markets solutions. It maintains a leading position in the global financial market. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Royal Bank of Canada (RBC)
Position: Financial planning analyst
No of Vacancies: 3
Salary: Salary is not mentioned, $18.00 – $22.00 hourly estimated salary
Employment Type: Full time
Job Category: Sales and Advisory
Location: Toronto, ON, Canada
Requisition ID: R-0000092963
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completion of a CFP or PFP Designation
Experience: Candidates should have a minimum of 5 years of experience in financial planning
Other Requirements:
- The candidate should possess superior communication skills in English, both written and verbal
- The candidate should have an in-depth understanding and knowledge of the Canadian taxation system
- The candidate should have working knowledge of financial planning software (such as Conquest)
- The candidate should have strong knowledge of Microsoft Office (Word & Excel) and the ability to adapt to a fast-changing software environment
Responsibilities:
- The candidates should be able to 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
- The candidates should be able to stay current with financial planning standards and practices
- The candidates should be able to identify, anchor, introduce, and follow up on opportunities for complimentary businesses and solutions
- The candidates should be able to maintain a high level of partnership and knowledge regarding all of RBC’s units
- The candidates should be able to contribute ideas and participate in development projects to enhance services
- The candidates should be able to provide ongoing coaching and training to other professionals in Wealth Management Services
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!