Financial Planning Consultant
1 week 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 Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR00118656You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work...
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Financial Planning Consultant
3 weeks ago
Vancouver, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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Financial Planning Consultant
1 week ago
Vancouver, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted Yesterdayjob requisition id: JR00118656You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
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Financial Planning Consultant
1 week ago
Vancouver, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR00118656You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work...
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Financial Planning Consultant
3 weeks ago
Vancouver, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted Yesterdayjob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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Financial Planning Consultant
3 weeks ago
Vancouver, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Vancouver, British Columbiatime type: Full timeposted on: Posted Yesterdayjob requisition id: JR00118656You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...
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Financial Planning Consultant
2 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
1 week ago
Vancouver, Canada Sun Life Full timeFinancial Planning Consultant Join to apply for the Financial Planning Consultant role at Sun Life. Job Description Please note this is a contract/secondment opportunity ending September 24, 2027. About the role A member of the Estate & Financial Planning Services (EFPS) support team, this role is responsible for growing financial planning capability across...
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Financial Planning Consultant
3 weeks ago
Vancouver, Canada Sun Life Full timeFinancial Planning Consultant Join to apply for the Financial Planning Consultant role at Sun Life. Job Description Please note this is a contract/secondment opportunity ending September 24, 2027. About the role A member of the Estate & Financial Planning Services (EFPS) support team, this role is responsible for growing financial planning capability across...
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Vancouver, Canada Sun Life Financial Full timeA leading financial services provider in Vancouver seeks a Financial Planning Consultant to enhance financial planning capabilities for advisors. This role involves training delivery, identifying advisor needs, and facilitating professional development. Key requirements include a CFP designation, 7+ years of relevant experience, and strong communication...
