Financial Planning Consultant
3 months ago
**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 advisor teams deliver integrated wealth management expertise and planning to clients and their families.
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
- Quebec posting - Bilingual (French / English), both oral and written
**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
**Job Skills**
**Additional Job Details**
**Address**:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
**City**:
TORONTO
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
WEALTH MANAGEMENT
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2024-10-04
**Application Deadline**:
2024-11-30
**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.
**Join our Talent Community**
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
-
Financial Planning Consultant
2 weeks ago
Hamilton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Regional Vice President
6 months ago
Hamilton, Canada BMO Financial Group Full time50 Bay Street South Hamilton Ontario,L8P 4V9 Provides the organizational leadership of the branch network investment sales team with the overall objective of increasing BMO’s market share in financial planning and investment products and services within his/her assigned Region through customer acquisition, retention, and increased share of wallet as well...
-
Financial Planning and Controls Officer
6 months ago
Hamilton, Canada Mohawk Full timeFinancial Planning and Controls Officer Status: Full Time Hours: Monday – Friday, 35 hours/week Home Campus: Fennell (hybrid work arrangements available) Rate of Pay: Payband J (Start Rate: $ per hour) Posting Date: June 28th, 2024 Closing Date: July 5th, 2024 at 7:00 pm EST Preference will be given to qualified employees within the...
-
Financial Coordinator
6 months ago
Hamilton, Canada City of Hamilton Full time**About the City of Hamilton** **Contribute to the City of Hamilton, one of Canada’s largest cities - home to a diverse and strong economy, an active and inclusive community, a robust cultural and dining scene, hundreds of kilometres of hiking trails and natural beauty just minutes from the downtown core, and so much more. Join our diverse team of...
-
Environmental Planning Consultant
3 weeks ago
Hamilton, Ontario, Canada Dillon Consulting Full timeCompany OverviewDillon Consulting is a leading provider of environmental planning services, empowering clients to navigate complex regulatory landscapes and achieve their goals.Estimated Salary: $85,000 - $110,000 per yearWe are committed to delivering exceptional results through our team's expertise in environmental assessments, permitting, and stakeholder...
-
Financial Consultant
7 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $75,000 **Responsibilities**: - Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor - Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other...
-
Financial Planning Analyst
3 months ago
Hamilton, Canada Mohawk College Full time**Financial Planning Analyst** Status**: Full Time **Hours**: Monday - Friday, 35 hours/week **Home Campus**: Fennell (hybrid work arrangements available) **Rate of Pay**: Payband 10 ($85,528 - $106,911 per year) **Posting Date**: September 27th, 2024 **Closing Date**:October 13th, 2024 at 7:00 pm EST We believe the rich diversity among our students...
-
Financial Planning Specialist
1 month ago
Hamilton, Ontario, Canada CB Canada Full timeAre you skilled in conducting financial modeling, measuring performance and forecasting results? Do you have strong communication skills to advise management on resource allocation?This role is an excellent opportunity for a Financial Planning Specialist at CB Canada. Located in the Stoney Creek, Ontario area, this permanent employment position involves...
-
Accounts Receivable Clerk
6 months ago
Hamilton, Canada UrbanSolutions Planning & Land Development Full timeLocated in Hamilton, Ontario, **Urban Solutions Planning & Land Development Consultants Inc.** is a team of professionals specializing in securing development approvals for a broad range of residential, commercial, mixed use, institutional and industrial uses. Having proven success with urban infills and public consultation, our firm has over 50 years of...
-
Accounts Receivable Clerk
6 months ago
Hamilton, Canada UrbanSolutions Planning & Land Development Full timeLocated in Hamilton, Ontario, **Urban Solutions Planning & Land Development Consultants Inc.** is a team of professionals specializing in securing development approvals for a broad range of residential, commercial, mixed use, institutional and industrial uses. Having proven success with urban infills and public consultation, our firm has over 50 years of...
-
Financial Planning Expert
3 weeks ago
Hamilton, Ontario, Canada TD Bank Full timeTD Wealth seeks an experienced Financial Planner to join its team in Hamilton, Ontario, Canada.Estimated Salary: $62,500 - $72,500 CAD per yearAbout the Role:The successful candidate will possess a strong passion for financial planning and be driven to help clients reach their financial and life goals. They will have excellent people and problem-solving...
-
Financial Planning and Investment Advisor
6 days ago
Hamilton, Ontario, Canada Bank of Montreal Full timeOverviewBMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.Estimated Salary Range$85,000 - $120,000 per year, depending on experience and location.Job...
-
Manager, Financial Planning and Analysis
7 months ago
Hamilton, Canada Hamilton-Oshawa Port Authority Full timeThe Hamilton-Oshawa Port Authority (HOPA Ports) is seeking an experienced finance professional to join our high-performing team and participate in the growth of Ontario’s largest port authority. **WHAT YOU’LL DO** Manager, Financial Planning and Analysis As a senior member of the Finance and Accounting team, the Manager, FP&A is responsible for...
-
Financial Representative
6 months ago
Hamilton, Canada Life Agency Full time**Compensation**: $50,000 - $60,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Representative
6 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $50,000 - 60,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Advisor
6 months ago
Hamilton, Canada Life Agency Full time**Compensation**: $60,000 -$70,000 **Responsibilities**: - Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals - Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs - Work directly with clients to...
-
Financial Advisor
6 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $60,000 - $75,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Financial Advisor
6 months ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $60,000 - $75,000+ **Responsibilities**: - Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives - Serve as a collaborative team player willing to further development through continued...
-
Senior Financial Consultant
3 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeAbout the roleThis senior financial advisor position at Scotiabank offers a unique opportunity to make an impact in our customers' futures.We help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development...
-
Financial Planner, Investment
3 weeks ago
Hamilton, Canada RBC Full timeJob Summary Job Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Hamilton Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive...