Financial Planning Professional
2 days ago
This role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals. The P&CB Financial Planning Centre of Expertise enables our retail 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.
Key Responsibilities- Coach and mentor Financial Planners on all aspects of the financial planning process.
- 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 as transitioning into retirement, investing through holding companies, sale of a business, wealth transfer etc.
- Facilitate skill building workshops with 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 enablement, sales strategy and sales communications.
- 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.
- Ability to work from home.
- Coaching Others, Communication, Industry Knowledge, Investments, Strategic Selling, Training Delivery, Training People, Workforce Development.
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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Financial Planning Professional
3 days ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeFinancial Planning ProfessionalThis role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals in delivering an outstanding financial planning experience with a high degree of confidence and capability.Key ResponsibilitiesCoach and mentor Financial Planners on all aspects of the financial planning process.Be...
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Financial Planning Professional
4 days ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeFinancial Planning ProfessionalThis role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals in delivering an outstanding financial planning experience with a high degree of confidence and capability.Key ResponsibilitiesCoach and mentor Financial Planners on all aspects of the financial planning process.Be...
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Financial Planning Professional
2 days ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeFinancial Planning ProfessionalThis role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals. The P&CB Financial Planning Centre of Expertise enables our retail Financial Planning Professionals to help our clients achieve their life goals by delivering an outstanding financial planning experience with a...
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Financial Planning Professional
2 days ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeFinancial Planning ProfessionalThis role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals. The P&CB Financial Planning Centre of Expertise enables our retail Financial Planning Professionals to help our clients achieve their life goals by delivering an outstanding financial planning experience with a...
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Financial Planning Professional
1 week ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeFinancial Planning ProfessionalThis role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals.The P&CB Financial Planning Centre of Expertise enables our retail Financial Planning Professionals to help our clients achieve their life goals by delivering an outstanding financial planning experience with a...
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Financial Planning Professional
1 week ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeFinancial Planning ProfessionalThis role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals.The P&CB Financial Planning Centre of Expertise enables our retail Financial Planning Professionals to help our clients achieve their life goals by delivering an outstanding financial planning experience with a...
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Financial Planning Professional
3 days ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeFinancial Planning ProfessionalThis role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals in delivering an outstanding financial planning experience with a high degree of confidence and capability.Key ResponsibilitiesCoach and mentor Financial Planners on all aspects of the financial planning process.Be...
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Financial Planning Professional
4 days ago
Edmonton, Alberta, Canada Royal Bank of Canada Full timeFinancial Planning ProfessionalThis role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals in delivering an outstanding financial planning experience with a high degree of confidence and capability.Key ResponsibilitiesCoach and mentor Financial Planners on all aspects of the financial planning process.Be...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 weeks ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior Financial AdvisorAt Arrow Financial Business, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
