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Expert Financial Advisor

2 weeks ago

Regina, Saskatchewan, Canada RBC Full time
About the Opportunity

This role is an excellent opportunity for a skilled financial planner to join our team and contribute to the success of RBC Dominion Securities advisors.

The successful candidate will be accountable for providing direct support in a designated market for in-branch training on the myGPS software to advisors and their teams. They will also engage, support, and deliver client-facing planning for target clients, and work closely with branch leadership to drive financial planning.

Key Responsibilities:

  • Providing direct support in a designated market for in-branch training on the myGPS software.
  • Engaging, supporting, and delivering client-facing planning for target clients.
  • Collaborating with branch leadership to drive financial planning.

Requirements:

  • University degree supported by a professional designation.
  • Experience in financial planning, training, and development.
  • Knowledge and technical proficiency in myGPS or similar software.
  • Knowledge of Canadian taxation and pension legislation.
  • Strong communication, presentation, and interpersonal skills.