Royal Bank of Canada·1 month ago
1 month ago
Financial Planning Analyst
Sign up free to see how well your resume matches this role.
About this role
We are recruiting a Financial Planning Analyst to deliver comprehensive financial planning solutions, focusing on retirement and wealth management. You will prepare and develop client financial plans and provide expert advice. Ideal candidates have significant experience in financial planning and strong knowledge of Canadian income tax.
Skills
- financial planning
- canadian income tax
- iqpf financial planner certification
- wealth management
- retirement planning
- estate planning
- personal financial planning tools
- cash management
- investment management
- investment risk management
- microsoft excel
- client counseling
- decision making
- interpersonal relationship management
- bilingualism (english and french)
- coaching and training
- conquest financial planning application
- accounting designation
Company
Royal Bank of Canada
MONTRÉAL, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.