Financial Planning Consultant

1 week ago

Halifax, Canada RBC Dominion Securities Full time

Financial Planning Consultant at RBC Dominion Securities What is the opportunity? RBC Family Office Services is a team of over 250 specialists supporting Investment Advisors and RBC Canadian Banking. The team helps advisors deliver integrated wealth management and planning to clients and their families. Responsibilities Provide 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. Engage, support and deliver client‑facing planning for target clients. Collaborate with branch leadership to drive financial planning. Develop strong internal networks with the software owners and training and practice management to enhance training effectiveness. Provide coaching and feedback to branch managers after on‑site visits. Qualifications University degree with a professional designation (CFP/IQPF). 5+ years of related experience in financial planning, training and development, or related areas. Knowledge of myGPS or other financial planning software solutions. Knowledge of Canadian taxation and pension legislation. Excellent verbal and written communication, presentation and interpersonal skills. Ability 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, 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. Job details Address: 1959 Upper Water St, Unit 1400, Halifax, Canada Work hours/week: 37.5 Employment type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2025-01-30 Application Deadline: 2025-12-31 (applications accepted until 11:59 PM on the day prior to the deadline) 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. Referrals increase your chances of interviewing at RBC Dominion Securities by 2x. #J-18808-Ljbffr

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