Overview
Retirement and Wealth Planning Analyst Jobs in Vancouver, Canada at 0000050339 Royal Trust Corporation of Canada
Enhance your career as a Retirement & Wealth Planning Analyst with RBC in Vancouver. Focus on tax, retirement, and estate planning strategies utilizing advanced financial tools.
As part of the Family Office Service team, you will create comprehensive financial plans for clients alongside Financial Planning Specialists. This role requires a robust understanding of client objectives and the ability to analyze their current financial situations to provide tailored strategies and recommendations.
Key Responsibilities:
• Prepare personal financial plans for clients in collaboration with sales teams
• Stay updated on financial planning standards and practices
• Identify business opportunities and solutions for clients
• Maintain strong partnerships with all RBC units
• Provide ongoing coaching to Wealth Management Services professionals
Requirements:
• CFP or PFP Designation required
• At least 5 years of financial planning experience
• Strong communication skills in English
• In-depth knowledge of Canadian taxation
• Familiarity with financial planning software, specifically Conquest
Leverage your financial planning expertise to offer quality service and solutions at RBC, making a lasting impact in clients’ financial futures.
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Title: Retirement and Wealth Planning Analyst
Company: 0000050339 Royal Trust Corporation of Canada
Location: Vancouver, Canada
Category:
