Financial Planning Consultant
7 days ago
Job Summary
We are seeking a highly skilled Financial Planning Consultant to join our RBC Family Office Services team. As a key member of our team, you will provide direct support to RBC Dominion Securities advisors in financial planning and client-facing planning for target clients.
Key Responsibilities
- Provide one-on-one coaching and market presentations to advisors and their teams on the myGPS software.
- Engage in client-facing planning for target clients, working closely with branch leadership to drive financial planning.
- Develop strong internal networks to enhance the effectiveness of training and coaching.
- Provide feedback to branch managers after on-site visits.
Requirements
- University degree supported by a professional designation (CFP/IQPF).
- 5+ years of experience in financial planning, training, and development.
- Knowledge of Canadian taxation and pension legislation.
- Excellent communication, presentation, and interpersonal skills.
- Able to work independently and collaboratively within a team.
Benefits
- A comprehensive Total Rewards Program.
- A world-class training program in financial services.
- Opportunity to make a lasting impact in a dynamic and collaborative team.
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