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Financial Planning Analyst
Rbc
TORONTO, Ontario, CanadaPosted Aug 28, 2026 · 2h agoCA$55k – CA$90k
Full-timeCA$55k – CA$90kMid LevelOn-siteBanking
About this role
Join RBC's Family Office Service team as a Financial Planning Analyst in Toronto. You will prepare comprehensive financial plans for high-net-worth clients, focusing on tax, retirement, and estate planning strategies. This role involves collaboration with specialists and contributing to service enhancements.
What we are looking for
6- Prepare comprehensive personal financial plans for high-net-worth clients
- Recommend tax, retirement, and estate planning strategies
- Collaborate with Financial Planning Specialists
- Maintain advanced knowledge of financial planning and Canadian Income Tax
- Utilize Microsoft Office Suite (Word & Excel)
- Requires CFP or equivalent designation and 5 years of experience
Skills mentioned
1Microsoft Office