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Regional Financial Planning Consultant

2 months ago

Edmonton, Alberta, Canada Royal Bank of Canada Full time
Job Summary

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 a broad range of technical tax, estate, financial planning ideas and strategies.
  • Effectively communicate expert knowledge around issues affecting Mass Affluent individuals and business owners.
  • Facilitate skill building workshops with Financial Planners on financial planning topics.
  • 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.
Requirements
  • CFP, QAFP or PFP required (CFP preferred).
  • Ability to work from home.
  • Ability to travel within the supported region (< 25%).
What We Offer
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.

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.