Financial Planning Consultant
3 weeks ago
Financial Planning Consultant – RBC Dominion Securities Join the RBC Family Office Services team, which consists of over 250 specialists in financial planning, legal, estate, taxation, business ownership, and succession planning. This team supports Investment Advisors and RBC Canadian Banking to deliver integrated wealth management expertise and planning to clients and their families. Job Description The Financial Planning Consultant group provides direct support to RBC Dominion Securities advisors engaged in financial planning and client‑facing planning for target clients. Your primary responsibilities include: Providing direct support in a designated market by delivering in‑branch training on the myGPS software to advisors and their teams through one‑on‑one coaching and market presentations. Engaging, supporting, and delivering client‑facing planning for target clients. Working with branch leadership to drive financial planning initiatives. Developing strong internal networks with software owners and training/practice management to enhance overall effectiveness. Providing 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 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 certification. What’s in It for You? A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. A world‑class training program in financial services. Opportunity to work in a dynamic, collaborative, progressive, and high‑performing team. Ability to make a difference and create lasting impact. The expected base salary range for this position is $80,000 – $100,000, depending on experience, skills, registration status, market conditions, and business needs. You have the potential to earn considerably more through RBC’s robust discretionary bonus program. Job Details Address: Vancouver Main Branch (B), 1055 Georgia St W, Vancouver City: Vancouver Country: Canada Work hours per week: 37.5 Employment Type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-12 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 with diverse perspectives is core to our continued growth. We are committed to fostering a respectful, belonging, and opportunity‑based environment for all employees. Join Our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up to receive customized information on our latest jobs, career tips, and recruitment events. #J-18808-Ljbffr
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Financial Planning Consultant
3 weeks ago
Vancouver, Canada RBC Dominion Securities Full timeFinancial Planning Consultant – RBC Dominion Securities Join the RBC Family Office Services team, which consists of over 250 specialists in financial planning, legal, estate, taxation, business ownership, and succession planning. This team supports Investment Advisors and RBC Canadian Banking to deliver integrated wealth management expertise and planning...
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Financial Planning Consultant
3 weeks ago
Vancouver, Canada RBC Dominion Securities Full timeFinancial Planning Consultant – RBC Dominion Securities Join the RBC Family Office Services team, which consists of over 250 specialists in financial planning, legal, estate, taxation, business ownership, and succession planning. This team supports Investment Advisors and RBC Canadian Banking to deliver integrated wealth management expertise and planning...
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Financial Planning Consultant
4 days ago
Vancouver, Canada Royal Bank of Canada> Full timeJob 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...
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Financial Planning Consultant
3 weeks ago
VANCOUVER, 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...
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Financial Planning Consultant
2 days ago
Vancouver, British Columbia, Canada RBC Dominion Securities Full time $80,000 - $125,000 per yearJob 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...
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Remote Senior Financial Planning Consultant
2 weeks ago
Halifax, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Sun Life Financial Full timeA leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of...
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Avp, Financial Planning Specialist
1 week ago
Vancouver, Canada Raymond James Financial, Inc. Full time**AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...
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Financial Planning Consultant
24 hours ago
Vancouver, BC VE N, Canada RBC Full time $80,000 - $100,000 per yearJob 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...
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Vancouver, Canada RBC Dominion Securities Full timeA leading financial services firm in Vancouver is seeking a Financial Planning Consultant to provide support to advisors and deliver client-facing planning. The ideal candidate has extensive experience in financial planning, strong communication skills, and a degree with a professional designation. The role offers a competitive salary range of $80,000 –...
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Vancouver, Canada RBC Dominion Securities Full timeA leading financial services firm in Vancouver is seeking a Financial Planning Consultant to provide support to advisors and deliver client-facing planning. The ideal candidate has extensive experience in financial planning, strong communication skills, and a degree with a professional designation. The role offers a competitive salary range of $80,000 –...
