Regional Financial Planning Consultant

2 weeks ago

Ottawa, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Regional Financial Planning Consultant

**What is the opportunity?**

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 Summary**

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-02-14-08:00

**Application Deadline**:
2023-02-27-08:00

**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**

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