Financial Planning Consultant
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:
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
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
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
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
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Inclusion and Equal Opportunity Employment
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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