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.
- Full time.
- PERSONAL & COMMERCIAL BANKING.
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
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Financial Planning Professional
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