Regional Financial Planning Consultant

1 month ago

Winnipeg, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

A dedicated Financial Planning Professional to support retail financial planning professionals in the Manitoba/Saskatchewan/Nunavut and Western Ontario (MSNWO) Region.

The P&CB Financial Planning Centre of Expertise enables our Financial Planning Professionals to help our clients achieve their life goals by delivering an outstanding financial planning experience with a high degree of confidence and capability.

**What will you do?**
- Coach and mentor Financial Planners on all aspect of the financial planning process (Your Future By Design® Advice Experience)
- Be a Subject Matter Expert for sound guidance on broad range of technical tax, estate, financial planning ideas and strategies
- Effectively communicate expert knowledge around issues affecting Mass Affluent individuals and business owners such a transitioning into retirement, investing through holding companies, sale of a business, wealth transfer etc.
- Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across the organization
- Conduct presentations to Financial Planners on financial planning topics; Marketing and promotion of planning tools to Financial Planners
- Collaborate with other in-market support roles for driving the development and implementation of sales effectiveness, sales strategy and sales communications

**What do you need to succeed?**

**Must-have**
- CFP, QAFP or PFP required

**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.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work

**Job Skills**

Business Owner Planning, Communication, Estate Planning Law, Estate Tax Planning, Finance Strategy, Income Tax Planning, Investment Planning, Strategic Selling

**Additional Job Details**

**Address**:
220 PORTAGE AVE:WINNIPEG

**City**:
WINNIPEG

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-11-13

**Application Deadline**:
2024-11-27

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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