Financial Planning Consultant

3 weeks ago


Regina, Saskatchewan, Canada Royal Bank of Canada Full time

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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