Regional Financial Planning Consultant

3 days ago

Red Deer, Canada Royal Bank of Canada Full time

**Job Summary** **What is the opportunity?** This role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals. **What will you do?** - Coach and mentor Financial Planners on all aspect of the financial planning process (Your Future By Design® Advice Experience) - Be a Subject Matter Expert for sound guidance on broad range of technical tax, estate, financial planning ideas and strategies - Effectively communicate expert knowledge around issues affecting Mass Affluent individuals and business owners such a transitioning into retirement, investing through holding companies, sale of a business, wealth transfer etc. - Facilitate skill building workshops with Financial Planners on financial planning topics; Marketing and promotion of planning tools to Financial Planners - Collaborate with other in-market support roles for driving the development and implementation of sales enablement, sales strategy and sales communications - Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across the organization **What do you need to succeed?** **Must-have**: - CFP, QAFP or PFP required (CFP preferred) - Ability to work from home - Ability to travel within the supported region (< 25%) **What’s in it for you?** We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. - Ability to make a difference and lasting impact - Work in a dynamic, collaborative, progressive, and high-performing team - Opportunities to do challenging work **Job Skills** Coaching Others, Communication, Industry Knowledge, Investments, Strategic Selling, Training Delivery, Training People, Workforce Development **Additional Job Details** **Address**: 10111 104 AVE NW:EDMONTON **City**: EDMONTON **Country**: Canada **Work hours/week**: 37.5 **Employment Type**: Full time **Platform**: PERSONAL & COMMERCIAL BANKING **Job Type**: Regular **Pay Type**: Salaried **Posted Date**: 2024-09-16 **Application Deadline**: 2024-10-01 **I**nclusion** and Equal Opportunity Employment** At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. **Join our Talent Community** Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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