Current jobs related to Financial Planning Consultant - Victoria - Royal Bank of Canada


  • Victoria, Canada RBC Dominion Securities Full time

    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...


  • 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...


  • Victoria, Canada Royal Bank of Canada> Full time

    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...


  • Victoria, Canada Royal Roads University Full time

    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...


  • Victoria, Canada Scotiabank Full time

    Requisition ID: 238962Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings. What is the...


  • Victoria, British Columbia, Canada British Columbia Assessment Authority Full time

    BC Assessment is working with PFM Executive Search to fill the permanent position of Director, Financial Planning & Business Support.Click here to view the opportunity.Please Note:Applications will not be accepted within Workday.  In order to ensure your application is considered, please follow the instructions contained within this posting.  How to...


  • Victoria, Canada Chartered Professional Accountants of British Columbia Full time

    BC AssessmentDirector, Financial Planning & Business Support BC Assessment (BCA) is a provincial Crown Corporation created in 1974 with a mandate to establish and maintain real property assessments that are uniform in the whole of British Columbia. They produce an annual Assessment Roll that contains fair, equitable, independent and trusted property...


  • Victoria, Canada BC Assessment Full time

    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...


  • Victoria, Canada RBC Dominion Securities Full time

    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...

  • Financial Advisor

    47 minutes ago


    Victoria, Canada Envision Financial Full time

    We are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...

Financial Planning Consultant

49 minutes ago


Victoria, Canada Royal Bank of Canada Full time

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 expertise and planning to clients and their families. What is the Opportunity? 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? 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. The expected base salary range for this position is $80,000 – $100,000 – depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture. Enables collective achievement of our strategic goals. Generates sustainable shareholder returns and above market shareholder value. Location: 730 View St, Victoria, Canada 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. #J-18808-Ljbffr