Regional Financial Planning Consultant
1 day 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.
- Provide subject matter expertise on technical tax, estate, and 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 the development of training and financial planning tools and/or supporting financial planning strategy and other partners across the organization.
- CFP, QAFP, or PFP certification required (CFP preferred).
- Ability to work from home.
- Ability to travel within the supported region.
- Opportunity to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
This role is part of the Mutual Funds Distribution and RBC Financial Planning Team, supporting the Alberta and Territories Region.
-
Financial Consultant
4 weeks ago
Red Deer, Alberta, Canada Royal Bank of Canada Full timeJob Overview Role Description Build your career with RBC As a Financial Consultant at RBC Dominion Securities, you will have the opportunity to assist clients in achieving their financial aspirations while we support your professional journey. If you have envisioned launching your own practice but require the training, backing, and resources that a...
-
Financial Services Consultant
4 weeks ago
Red Deer, Alberta, Canada Edward Jones Full timePosition OverviewWe are expanding our network of financial professionals across Canada. Transition your existing practice or embark on a new journey as a financial consultant with established support, flexibility, and limitless earning potential. Enjoy the benefits of managing your own practice: the freedom and flexibility to thrive while balancing your...
-
Financial Services Consultant
4 weeks ago
Red Deer, Alberta, Canada Edward Jones Full timePosition OverviewWe are expanding our network of financial consultants across Canada. Transition your existing practice or embark on a new journey as a financial services advisor with established support, flexibility, and limitless earning potential. Experience the benefits of managing your own practice: the freedom and flexibility to thrive while balancing...
-
Regional Operations Manager
4 weeks ago
Red Deer, Alberta, Canada Brandt Full timeBrandt is currently in search of a Regional Operations Manager for the Central Alberta Agriculture sector, specifically focusing on John Deere operations.Reporting directly to the VP of Operations - Agriculture Alberta, the ideal candidate will possess a strong drive and several years of progressive leadership experience. The Regional Operations Manager will...
-
Regional Operations Manager
4 weeks ago
Red Deer, Alberta, Canada Brandt Full timeBrandt is currently in search of a Regional Operations Manager for the Central Alberta Agriculture sector, specifically for the John Deere division.Reporting directly to the VP of Operations - Agriculture Alberta, the ideal candidate will possess a strong drive and extensive management experience. The Regional Operations Manager will oversee the growth and...
-
Financial Advisor at Sun Life
4 weeks ago
Red Deer, Alberta, Canada Sun Life Full timePosition OverviewAs a Financial Advisor with Sun Life, you have the opportunity to take charge of your professional journey and achieve your personal goals.Why Choose This Role?Enjoy the freedom of managing your own business and income.Receive comprehensive support from dedicated leadership and specialists.Engage in valuable networking, educational, and...
-
Financial Services Consultant
4 weeks ago
Red Deer, Alberta, Canada Edward Jones Full timePosition OverviewWe are expanding our network of financial professionals across Canada. Transition your existing practice or embark on a new journey as a financial advisor with established support, flexibility, and limitless earning potential. Enjoy the benefits of managing your own practice while achieving a balance between your personal and professional...
-
Agricultural Management Consultant
1 week ago
Red Deer, Alberta, Canada MNP Full timeAbout MNPMNP is a leading national accounting, tax and business advisory firm in Canada, providing business strategies and solutions to entrepreneurs and businesses.Job DetailsDescriptionMNP is seeking a highly skilled and experienced Agricultural Management Consultant to join our Farm Management Consulting team. As a trusted advisor, you will provide...
-
Ruminant Nutrition and Business Consultant
2 months ago
Red Deer, Alberta, Canada GVF Group of Companies Full timeSalary: Who we are:The GVF Group of Companies empowers farmers to produce meat, milk, and eggs profitably and sustainably for the advancement of human lives, nutrition and health.Founded in 1960, Grand Valley Fortifiers specializes in the formulation, manufacture and sale of high quality, leading-edge mineral premixes for swine, dairy, beef and poultry...
-
Financial Advisor Compliance Specialist
4 weeks ago
Red Deer, Alberta, Canada Royal Bank of Canada Full timeJoin the Royal Bank of Canada as a Financial Advisor Compliance Specialist At RBC Dominion Securities, you will have the opportunity to assist clients in achieving their financial aspirations while we support your professional journey. If you have ever envisioned establishing your own practice but lacked the necessary training, resources, and backing from a...
-
Financial Assistant
1 week ago
Red Deer, Alberta, Canada Baker Tilly Canada Cooperative Full timeAbout Baker Tilly Canada CooperativeWe are a leading midsize accounting and advisory firm with a strong presence in the region. Our team of professionals provides a full complement of professional services across various industry sectors, serving a diverse range of clients.We draw on the specialty services provided by partners from across the Baker Tilly...
-
Business Insurance Consultant
4 weeks ago
Red Deer, Alberta, Canada Westland Insurance Full timeBusiness Insurance Consultant We are on the lookout for a Business Insurance Consultant. Are you ready to explore new opportunities? Westland Insurance Group Ltd is expanding and has an exciting opening for a Business Insurance Consultant . If you have a passion for discussing insurance and delivering outstanding client service, you will thrive in our...
-
Chief Financial Officer
4 weeks ago
Red Deer, Alberta, Canada Recruitment Partners inc. Full timeOur client is seeking a Chief Financial Officer to play a pivotal role in the executive leadership team. The CFO will oversee all financial operations and ensure alignment with the organization’s corporate services, which encompass enterprise risk management, operational policies, human resources, and information governance.Key Responsibilities:Provide...
-
Business Insurance Consultant
4 weeks ago
Red Deer, Alberta, Canada Westland Insurance Full timeBusiness Insurance Consultant We are currently seeking a Business Insurance Consultant. Are you ready to explore new opportunities? Westland Insurance Group Ltd is expanding and has an exciting opportunity for a Business Insurance Consultant . If you have a passion for discussing insurance solutions and delivering outstanding client service, this role...
-
Agricultural Consultant
1 day ago
Red Deer, Alberta, Canada MNP Full timeAbout the RoleMNP is seeking a highly skilled and experienced Agricultural Consultant to join our Farm Management Consulting team. As a trusted advisor, you will provide comprehensive analysis and strategic guidance to empower clients to achieve optimal business performance while building a sustainable, competitive advantage.Key ResponsibilitiesDevelop and...
-
Agricultural Consultant
1 day ago
Red Deer, Alberta, Canada MNP Full timeAbout the RoleMNP is seeking a highly skilled and experienced Agricultural Consultant to join our Farm Management Consulting team. As a trusted advisor, you will provide comprehensive analysis and strategic guidance to empower clients to achieve optimal business performance while building a sustainable, competitive advantage.Key ResponsibilitiesDevelop and...
-
Sales Consultant
4 days ago
Red Deer, Alberta, Canada CB Canada Full timeAbout the RoleWe are seeking a highly skilled and compassionate Sales Consultant to join our team at CB Canada. As a Sales Consultant, you will play a critical role in providing customized solutions to our clients seeking accessibility equipment to enhance their quality of life.Key ResponsibilitiesProvide Solutions: Work closely with therapists to select the...
-
Sales Consultant
4 days ago
Red Deer, Alberta, Canada CB Canada Full timeAbout the RoleWe are seeking a highly skilled and compassionate Sales Consultant to join our team at CB Canada. As a Sales Consultant, you will play a critical role in providing customized solutions to our clients seeking accessibility equipment to enhance their quality of life.Key ResponsibilitiesProvide Solutions: Work closely with therapists to select the...
-
Sales Consultant
7 days ago
Red Deer, Alberta, Canada CB Canada Full timeAbout the RoleWe are seeking a highly skilled and compassionate Sales Consultant to join our team at CB Canada. As a Sales Consultant, you will play a critical role in providing customized solutions to our clients seeking accessibility equipment to enhance their quality of life.Key ResponsibilitiesProvide Solutions: Work closely with therapists to select the...
-
Sales Consultant
7 days ago
Red Deer, Alberta, Canada CB Canada Full timeAbout the RoleWe are seeking a highly skilled and compassionate Sales Consultant to join our team at CB Canada. As a Sales Consultant, you will play a critical role in providing customized solutions to our clients seeking accessibility equipment to enhance their quality of life.Key ResponsibilitiesProvide Solutions: Work closely with therapists to select the...