Expert Financial Planning Professional

1 week ago


Toronto, Ontario, Canada RBC Full time
Role Summary

We are seeking an expert financial planning professional to join our team as a Financial Planning Consultant. In this role, you will be responsible for providing direct support in designated markets for in-branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations.

Key Responsibilities
  • Engagement, support, and delivery of client-facing planning for target clients.
  • Accountable for working with branch leadership to drive financial planning.
  • Develop strong internal networks with software owners and training and practice management to enhance overall effectiveness of training.
Requirements

To succeed in this role, you must have:

  • A 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.
Benefits

We offer a comprehensive total rewards program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also receive a world-class training program in financial services and the opportunity to work in a dynamic, collaborative, progressive, and high-performing team.

Location

The ideal candidate will be located in Toronto, Canada, and be willing to travel occasionally.



  • Toronto, Ontario, Canada CARE INSURANCE & FINANCIAL LTD. Full time

    Care Insurance & Financial LTD. is seeking a skilled Financial Planning Expert to join our team.Job SummaryThe successful candidate will be responsible for collecting and analyzing financial information, preparing reports and recommendations for clients, and providing expert advice on investment opportunities.We are looking for an individual with a strong...


  • Toronto, Ontario, Canada Scotiabank Full time

    Financial Planning ProfessionalEstimated salary range: $80,000 - $120,000 per year.About the RoleThis is an exciting opportunity to work as a Senior Financial Planning Expert at Scotiabank in Canada. As a key member of our Wealth Management team, you will be responsible for providing comprehensive financial planning advice to high net worth clients and...

  • Tax Professional

    1 week ago


    Toronto, Ontario, Canada CI Financial Full time

    About the RoleWe are seeking an experienced Tax Professional to join our team as an Estate Planning Expert. In this role, you will be responsible for preparing and reviewing estate tax files/slips for accuracy and completeness.Key ResponsibilitiesPrepare, review, research, and analyze estate tax files/slips under Canadian income tax laws.Perform data...


  • Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRole OverviewRoyal Bank of Canada is a leading financial institution that empowers individuals and families to achieve their financial goals. As a Financial Planning Consultant, you will be part of a team of experts who deliver integrated wealth management services to clients.Key ResponsibilitiesProvide direct support to advisors in branch...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleA Financial Advisor, Investment & Retirement Planning is a member of the branch sales team responsible for contributing to the team's overall success. The primary role is to establish and deepen investment and primary banking relationships with customers.This role involves being passionate about financial sales and delivering trusted financial...


  • Toronto, Ontario, Canada The Globe and Mail Full time

    Unlock the Power of Strategic PlanningWe are seeking an exceptional Financial Planning Expert to join our team at The Globe and Mail, Canada's most respected media brand.About the Role:This is a critical position that will play a key role in helping us carry out our annual strategic plan. As a Financial Planning Expert, you will be responsible for providing...


  • Toronto, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, driven by our purpose: "for every future". We empower our customers to achieve success through a wide range of advice, products and services.We're seeking a skilled Financial Planning Expert to join our team. As a key player in our organization, you'll focus on developing and deepening client relationships by...


  • Toronto, Ontario, Canada CI Financial Full time

    Job SummaryWe are seeking a highly motivated and skilled Customer Success Specialist to join our team at CI Financial. In this role, you will be responsible for providing exceptional support to our customers, ensuring they achieve success with our financial planning platform.About the RoleThe ideal candidate will have excellent communication skills, both...


  • Toronto, Ontario, Canada OTT Financial Inc. Full time

    Company OverviewAt OTT Financial Inc., we are dedicated to providing exceptional financial services to our clients. Our team of professionals is committed to delivering tailored solutions that meet the unique needs of each individual or business.


  • Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we strive to create an inclusive environment where talented individuals can thrive. As a leading global wealth management and asset management advisory firm, we offer a dynamic work setting that encourages innovation, collaboration, and professional growth.About the RoleWe are seeking a skilled Financial Research Expert to join our team at...


  • Toronto, Ontario, Canada Sinai Health Full time

    Job Title: Strategic Financial Planning ExpertCompany Overview:Sinai Health is a leading academic health science centre with a provincial, national and international reputation for discovering and delivering life-changing care. We are committed to a culture of belonging and an inclusive environment that attracts and retains a diverse workforce, reflecting...


  • Toronto, Ontario, Canada Bank of Montreal Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Professional to join our team at the Bank of Montreal. As a key member of our sales and service team, you will play a vital role in helping customers achieve their financial goals.About the RoleThis is an exciting opportunity for a motivated and results-driven individual to leverage their...


  • Toronto, Ontario, Canada Vaco Full time

    About the RoleWe are seeking a highly skilled Lead Financial Planning and Analysis Expert to join our team in Toronto. As a key member of our financial team, you will be responsible for providing strategic financial planning and analysis support to our clients.Key Responsibilities:Develop and implement financial planning and analysis models to drive business...


  • Toronto, Ontario, Canada CARE INSURANCE & FINANCIAL LTD. Full time

    Job OverviewCARE INSURANCE & FINANCIAL LTD. is seeking an experienced Financial Markets Expert to join our team.


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job DescriptionRoyal Bank of Canada is seeking a highly skilled Financial Planning Consultant - Software Solutions Expert to join our team. This exciting opportunity offers the chance to leverage your expertise in financial planning software and work with clients across Canada.About the RoleWe are looking for a dynamic individual with a strong background in...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping customers achieve their financial goals. With a strong focus on customer-centric service, you will be responsible for building long-term relationships with clients and providing them with personalized advice on financial planning.We are seeking an experienced...

  • Tax Professional

    4 weeks ago


    Toronto, Ontario, Canada KPMG LLP Full time

    About the RoleAt KPMG LLP, we are seeking a skilled Tax Professional to join our team in a financial planning and advisory role. This is an exciting opportunity for an experienced professional to contribute to the success of our clients by providing expert guidance on tax-related matters.Job DescriptionIn this role, you will be responsible for identifying...


  • Toronto, Ontario, Canada University of Toronto Full time

    About the University of Toronto:The University of Toronto is a leading institution in Canada, renowned for its academic excellence and innovative research. The Faculty of Arts & Science is at the heart of this excellence, comprising 29 departments, seven colleges, and 46 interdisciplinary centers.Our mission is to foster a culture of curiosity, creativity,...


  • Toronto, Ontario, Canada LRC INC. Full time

    Job Description:LRC INC. is seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team. In this role, you will play a critical part in shaping the company's financial strategy and ensuring its success.About the Role:This senior-level position involves providing expert financial planning and analysis support to senior management...


  • Toronto, Ontario, Canada CKM PROFESSIONAL CORPORATION Full time

    We are seeking a skilled Senior Financial Planning Specialist to join our team at CKM PROFESSIONAL CORPORATION. In this role, you will be responsible for evaluating financial risk, assisting in preparing operating and investment budgets, and planning short- and long-term cash flows and assessing financial performance.Job RequirementsA degree from a College...