About the role

Prepare comprehensive personal financial plans for high net-worth clients focusing on tax, retirement, and estate planning strategies. Collaborate with partners to provide ongoing coaching and contribute to the development of financial planning services.

What they look for

Cash Management Client Counseling Competitive Markets Customer Service Decision Making Interpersonal Relationship Management Investment Management Investment Risk Management Results-Oriented Financial Planning Tax Planning Estate Planning Retirement Planning Microsoft Excel Microsoft Word Canadian Income Tax

Requirements

Requires an undergraduate degree in Finance or Wealth Management and a CFP or F.PI. designation. Candidates must have 5 years of financial planning experience and advanced knowledge of Canadian Income Tax.

Benefits

Bonuses Flexible Benefits Competitive Compensation Commissions Stock Options Coaching and Development Flexible Work/Life Balance Options

Full description

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-worth 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 Finance or Wealth Management

CFP or F. PI. designation

5 years of experience in financial planning, preferably in Wealth Management

Advanced knowledge of financial planning and Canadian Income Tax (personal and corporate)

Advanced knowledge of Microsoft Office (Word & Excel) and ability to adapt to a fast-changing environment

Nice-to-have:

Knowledge of Conquest financial planning application

Accounting designation

Natural curiosity towards learning and broadening the personal knowledge base

Bilingualism (English and French) both oral and written

What’s in it for you?

We 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.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact.

Work in a dynamic, collaborative, progressive, and high-performing team.

Flexible work/life balance options.

Opportunities to do challenging work.

Opportunities to take on progressively greater accountabilities.

Access to a variety of job opportunities across business.

The expected salary range for the above position is $55,000 - 90,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

Job Skills

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:

VancouverCountry:

CanadaWork hours/week:

37.5Employment Type:

Full timePlatform:

WEALTH MANAGEMENTJob Type:

RegularPay Type:

SalariedPosted Date:

2026-07-14Application Deadline:

2026-07-28Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At 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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.