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Strategic Financial Planning Professional

2 months ago


Toronto, Ontario, Canada Royal Bank of Canada Full time
Job Overview

Royal Bank of Canada is seeking a Strategic Financial Planning Professional to join its team.

Salary Information

The estimated salary for this position is between $70,000 and $110,000 per year, depending on experience and qualifications.

Job Responsibilities

The successful candidate will be responsible for providing direct support in a designated market for in-branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations. They will also be accountable for engagement, support, and delivery of client-facing planning for target clients.

The ideal candidate will work closely with branch leadership to drive financial planning and develop strong internal networks with the software owners and training and practice management to enhance overall effectiveness of training.

Requirements
  • 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
  • Bilingual (French/English), both oral and written, required for Quebec posting
Benefits

The Royal Bank of Canada offers a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

The bank also provides a world-class training program in financial services and opportunities for career growth and professional development.

In addition, the bank values diversity and inclusion and strives to create an equitable workplace for all employees.