Financial Planning Consultant
3 weeks 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.
-
Financial Planning Consultant
4 weeks ago
Regina, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Financial Planning Consultant to join our RBC Family Office Services team. As a key member of our team, you will be responsible for providing direct support to RBC Dominion Securities advisors in financial planning and client-facing planning for target clients.Key ResponsibilitiesProvide one-on-one...
-
Financial Operations Consultant
4 weeks ago
Regina, Saskatchewan, Canada Government of Saskatchewan Full timeJob Title: Financial Operations ConsultantAre you a detail-oriented and analytical professional with experience in accounting and finance? We are seeking a Financial Operations Consultant to join our team at the Government of Saskatchewan.The successful candidate will be responsible for developing and supporting the financial components of our program plan,...
-
Financial Operations Consultant
1 month ago
Regina, Saskatchewan, Canada Government of Saskatchewan Full timeJob Title: Financial Operations ConsultantCompany: Government of SaskatchewanJob Summary:We are seeking a highly skilled Financial Operations Consultant to join our team. As a key member of our organization, you will be responsible for leading the development and analysis of budget and financial reports.Key Responsibilities:Financial Planning: Develop and...
-
Financial Planning Specialist
3 weeks ago
Regina, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada's Family Office Services team is a dynamic group of professionals who provide integrated wealth management expertise and planning to clients and their families. As a Financial Planning Consultant, you will be part of this team, responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial...
-
Financial Operations Consultant
1 month ago
Regina, Saskatchewan, Canada Government of Saskatchewan Full timeJob Title: Consultant, Financial OperationsWe are seeking a highly skilled and experienced Consultant, Financial Operations to join our team at the Government of Saskatchewan. As a key member of our Financial Operations Unit, you will be responsible for developing and supporting the financial components of our program plan.Key Responsibilities:Provide...
-
Financial Operations Consultant
2 months ago
Regina, Saskatchewan, Canada Government of Saskatchewan Full timeJob Title: Consultant, Financial OperationsWe are seeking a highly skilled and experienced Consultant, Financial Operations to join our team at the Government of Saskatchewan. As a key member of our Financial Operations Unit, you will be responsible for developing and supporting the financial components of our divisional program plan.Key...
-
Strategic Planning Consultant
4 weeks ago
Regina, Saskatchewan, Canada Plannera Pension & Benefits Full timeAbout UsPlannera Pension & Benefits is a leading provider of pension and benefits administration services in Canada. We are committed to helping our members build a secure financial future.The OpportunityWe are seeking a highly skilled Strategic Planning Consultant to join our team. In this role, you will be responsible for:Developing and implementing a...
-
Financial Planning Specialist
4 weeks ago
Regina, Saskatchewan, Canada Scotiabank Full timeAs a Financial Planning Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Using a comprehensive financial planning...
-
Financial Planning Specialist
3 weeks ago
Regina, Saskatchewan, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
-
Financial Planning Expert
4 weeks ago
Regina, Saskatchewan, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionRBC is seeking a skilled Financial Planner to manage and grow a portfolio of mass affluent clients within the Regina Market. As a Financial Planner, you will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...
-
Financial Planning Expert
4 weeks ago
Regina, Saskatchewan, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionRBC is seeking a skilled Financial Planner to manage and grow a portfolio of mass affluent clients within the Regina Market. As a Financial Planner, you will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...
-
Financial Planning Expert
4 weeks ago
Regina, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionKey ResponsibilitiesProvide expert financial planning and advice to clientsDevelop and implement customized financial solutionsBuild and maintain strong relationships with clientsStay up-to-date with industry trends and developmentsRequired SkillsStrong analytical and problem-solving skillsExcellent communication and interpersonal...
-
Financial Planning Specialist
4 weeks ago
Regina, Saskatchewan, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesIdentify client life and...
-
Senior Financial Planning Executive
1 week ago
Regina, Saskatchewan, Canada SaskJobs Full timeJob Title: Corporate VP, Financial PlanningAt Great Plains College, we are seeking a highly skilled Corporate VP, Financial Planning to join our senior leadership team.About the RoleAs the Corporate VP, Financial Planning, you will be responsible for overseeing the financial health of the college, ensuring the maintenance of accurate and complete financial...
-
Infrastructure Advisory Consultant
3 weeks ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewKPMG Canada is seeking a skilled Infrastructure Advisory Consultant to join our team in Saskatchewan. As a member of our Global Infrastructure Advisory practice, you will work with a diverse group of professionals to provide advice to project owners, contractors, operators, investors, and government organizations on complex projects and programs.Our...
-
Strategic Consulting Director
3 weeks ago
Regina, Saskatchewan, Canada ENGINEERINGUK Full timeSenior Manager, Consulting - Public SectorInspiring and empowering teams through innovative strategies is at the heart of our approach. We're seeking a Senior Manager to join our Consulting team, focusing on public sector clients. This diverse team of professionals is driven by a passion for developing strategies that make a positive impact for clients.As a...
-
Regina, Saskatchewan, Canada Saskatchewan Public Service Full timeJob Title: Senior Director, Financial and Resource PlanningThe Saskatchewan Public Service is seeking a highly skilled and experienced Senior Director, Financial and Resource Planning to join our team. As a key member of our organization, you will be responsible for leading the development and implementation of financial and resource planning strategies to...
-
Infrastructure Advisory Consultant
2 weeks ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewWe're seeking a skilled Consultant to join our Global Infrastructure Advisory team in Saskatchewan. As a key member of our team, you'll work with diverse clients and projects, providing expert advice on infrastructure strategy, finance, procurement, project management, planning, and operations.This is a junior-level position with opportunities for...
-
Strategic Consultant
1 day ago
Regina, Saskatchewan, Canada ENGINEERINGUK Full timeSenior Manager, Consulting - Public SectorMNP is a leading accounting and consulting firm that inspires growth by empowering our teams. We're looking for a Senior Manager to join our Consulting team in the public sector.This role offers a unique opportunity to make an impact as a trusted advisor, providing comprehensive analysis, strategic guidance, and...
-
Governance Risk
4 weeks ago
Regina, Saskatchewan, Canada KPMG Full timeConsultant/Senior Consultant - Governance Risk & Compliance ServicesWe are seeking a highly skilled Consultant/Senior Consultant to join our Governance, Risk Compliance Services team in Saskatoon or Regina, SK.As a Consultant/Senior Consultant, you will be responsible for providing a range of assurance and advisory services to enhance the efficiency and...