Financial Planning Consultant
2 weeks ago
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 What’s in it for you? 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 Additional Job Details Address: 730 VIEW ST:VICTORIA City: Victoria Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-06-19 Application Deadline: 2025-12-31 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. #J-18808-Ljbffr
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Financial Planning Consultant
3 weeks ago
Victoria, Canada RBC Dominion Securities Full timeJoin to apply for the Financial Planning Consultant role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planning Consultant role at RBC Dominion SecuritiesGet AI-powered advice on this job and more exclusive features.What is the Opportunity?RBC Family Office Services is a team of over 250 financial...
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Financial Planning Consultant
2 weeks ago
Victoria, Canada RBC Dominion Securities Full timeJoin to apply for the Financial Planning Consultant role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planning Consultant role at RBC Dominion SecuritiesGet AI-powered advice on this job and more exclusive features.What is the Opportunity?RBC Family Office Services is a team of over 250 financial...
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Financial Planning Consultant
2 weeks ago
Victoria, Canada RBC Dominion Securities Full timeJoin to apply for the Financial Planning Consultant role at RBC Dominion Securities 2 days ago Be among the first 25 applicants Join to apply for the Financial Planning Consultant role at RBC Dominion Securities Get AI-powered advice on this job and more exclusive features. What is the Opportunity?RBC Family Office Services is a team of over 250 financial...
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Financial Planning Consultant
3 days ago
Victoria, Canada Royal Bank of Canada Full time**Job Summary** **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...
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Financial Planning Consultant
3 weeks ago
Victoria, Canada RBC Full timeJob 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...
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Financial Planning Consultant
2 weeks ago
Victoria, Canada RBC Full timeJob 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...
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Financial Planning Consultant
5 days ago
Victoria, Canada Royal Bank of Canada Full timeJob 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...
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Financial Planning Consultant
3 weeks ago
Victoria, Canada Royal Bank of Canada Full timeJob Description 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 team helps advisors and advisor teams deliver integrated wealth management...
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Financial Planning Consultant
3 weeks ago
Victoria, Canada Royal Bank of Canada Full timeJob Description 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 team helps advisors and advisor teams deliver integrated wealth management...
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Financial Planning Consultant
2 weeks ago
Victoria, Canada Royal Bank of Canada Full timeJob Description 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 team helps advisors and advisor teams deliver integrated wealth management...
