Strategic Financial Planning Coach

Reporting to the Associate, Vice-President, Finance, the Director, Financial Planning & Performance is a key position in the university’s financial management team, providing leadership and support for the university’s financial and capital planning, information analysis, and performance monitoring processes.  The Director oversees the work of the...

Job 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...

Job DescriptionWhat 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...

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...

A leading financial services company in Victoria is seeking a Financial Planning Consultant to provide training and support for financial planning advisors. The role involves coaching on the myGPS software, client engagement, and collaborating with branch leadership. A university degree with a CFP/IQPF designation and significant experience in financial...

**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...

Join 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...

A leading financial services company in Canada is looking for a Business Development Partner. This role involves recruiting, training, and developing financial advisors to thrive in their practice. The ideal candidate will possess sales management skills and a valid Life Insurance license. This position offers an attractive compensation package, a supportive...

A leading financial services company in Canada is looking for a Business Development Partner. This role involves recruiting, training, and developing financial advisors to thrive in their practice. The ideal candidate will possess sales management skills and a valid Life Insurance license. This position offers an attractive compensation package, a supportive...

A municipal assessment authority is seeking a Director for Financial Planning & Business Support to lead strategic financial activities in Victoria, Canada. The successful candidate will oversee financial planning functions and collaborate with executive teams to align business goals. Applicants should have experience in financial management and strong...