Financial Planning Specialist

1 week ago

Regina, Saskatchewan, Canada Royal Bank of Canada Full time

Job Summary

Royal 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 planning and client-facing planning for target clients.

Key Responsibilities

  • Provide direct support in a designated market for in-branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations.
  • Engage, support, and deliver client-facing planning for target clients.
  • Work with branch leadership to drive financial planning and develop strong internal networks with software owners and training and practice management to enhance overall effectiveness of training.
  • Provide coaching and feedback to branch managers after on-site visits.

Requirements

  • University degree supported by a professional designation (CFP/IQPF).
  • 5+ years of related experience in one or more of the following areas: financial planning, training and development.
  • Knowledge and technical proficiency related to myGPS or other financial planning software solutions.
  • Knowledge of Canadian taxation and pension legislation.
  • Excellent verbal and written communication, presentation, and interpersonal skills.
  • Able to work independently and collaboratively within a team.

What We Offer

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • A world-class training program in financial services.
  • Opportunity to work in a dynamic, collaborative, progressive, and high-performing team.
  • Ability to make a lasting impact.

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