Financial Planning Consultant
Financial Planning Consultant
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Job Description
Job Summary
Job Description
What is the opportunity
RBC Family Office Services is a team of over 250 financial planning legal estate taxation business owner and business succession planning specialists as well as individuals in head office roles who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.
The Financial Planning Consultant group is a team of professional financial planners responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial planning and client facing planning for target clients.
What will you do
- Accountable for providing direct support in a designated market for in branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations.
- Engagement support and delivery of client facing planning for target clients.
- Accountable working with branch leadership to drive financial planning.
- Develop strong internal networks with the software owners and training and practice management to enhance overall effectiveness of training.
- Provide coaching and feedback to branch managers after any on site visit.
What do you need to succeed
Must-have:
- University degree supported by a professional designation (CFP/IQPF).
- 5 years of related experience in one or more of the following areas: financial planning training and development.
- Knowledge and technical proficiency related to myGPS or other financial planning software solutions
- Knowledge of Canadian taxation and pension legislation
- Excellent verbal and written communication presentation and interpersonal skills
- Able to work independently and collaboratively within a team
Nice-to-have:
- Brokerage industry experience
- CSC
Whats 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
- A world-class training program in financial services
- Work in a dynamic collaborative progressive and high-performing team
- Ability to make a difference and lasting impact
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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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Required Experience:
Contract
Employment Type
Full-Time
