Financial Planning Consultant
14 hours ago
**Job Summary**
**What is the opportunity?**
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.
The Financial Planning Consultant group is a team of professional financial planners responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial planning and client facing planning for target clients.
**What will you do?**
- Accountable for providing 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.
- Engagement, support and delivery of client facing planning for target clients.
- Accountable working with branch leadership to drive financial planning.
- Develop strong internal networks with the software owners and training and practice management to enhance overall effectiveness of training.
- Provide coaching and feedback to branch managers after any on site visit.
**What do you need to succeed?**
**Must-have**:
- 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
- Quebec posting - Bilingual (French / English), both oral and written
**Nice-to-have**:
- Brokerage industry experience
- CSC
**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:
- 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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Ability to make a difference and lasting impact
**Job Skills**
**Additional Job Details**
**Address**:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
**City**:
TORONTO
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
WEALTH MANAGEMENT
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2024-10-04
**Application Deadline**:
2024-11-30
**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.
-
Loan Consultant: Financial Solutions Advisor
4 weeks ago
Hamilton, Canada Fairstone Financial Inc. Full timeA leading Canadian lending provider is seeking a Loan Consultant in Hamilton. In this full-time role, you will actively promote and sell loan products, understand customer needs, manage the sales process from application to closing, and build strong relationships through exceptional service. The ideal candidate has a high school diploma, at least 1 year of...
-
Loan Consultant: Financial Solutions Advisor
4 weeks ago
Hamilton, Canada Fairstone Financial Inc. Full timeA leading Canadian lending provider is seeking a Loan Consultant in Hamilton. In this full-time role, you will actively promote and sell loan products, understand customer needs, manage the sales process from application to closing, and build strong relationships through exceptional service. The ideal candidate has a high school diploma, at least 1 year of...
-
Financial Planning Paraplanner — Data, Analysis
2 weeks ago
Hamilton, Canada Kestra Financial Independent Advisor Full timeA financial services firm in Hamilton, Ontario is seeking a Paraplanner to support Lead Advisors by providing technical assistance and client service. The Paraplanner will manage data in financial planning software, prepare for client meetings, and analyze investments. Ideal candidates should have a Bachelor's degree in finance or accounting, along with over...
-
Loan Consultant
4 weeks ago
Hamilton, Canada Fairstone Financial Inc. Full timeLoan Consultant page is loaded## Loan Consultantlocations: Hamilton - Barton, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: R23715**WHO WE ARE**Fairstone Financial is a leading Canadian provider of responsible lending solutions. We offer personal loans and retail financing at the point of sale, helping individuals and...
-
Loan Consultant
4 weeks ago
Hamilton, Canada Fairstone Financial Inc. Full timeLoan Consultant page is loaded## Loan Consultantlocations: Hamilton - Barton, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: R23715**WHO WE ARE**Fairstone Financial is a leading Canadian provider of responsible lending solutions. We offer personal loans and retail financing at the point of sale, helping individuals and...
-
Financial Planning Analyst
2 weeks ago
Hamilton, Canada Mohawk College Full time**Financial Planning Analyst** Status**: Full Time **Hours**: Monday - Friday, 35 hours/week **Home Campus**: Fennell (hybrid work arrangements available) **Rate of Pay**: Payband 10 ($85,528 - $106,911 per year) **Posting Date**: September 27th, 2024 **Closing Date**:October 13th, 2024 at 7:00 pm EST We believe the rich diversity among our students...
-
Financial Consultant
1 week ago
Hamilton, Canada Zgheib Agency Full time**Compensation**: $75,000 **Responsibilities**: - Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor - Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other...
-
Financial Planner, Scotia Financial Planning
2 hours ago
Hamilton, Ontario, Canada Scotiabank Full timeRequisition ID: 246120Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...
-
Financial Planner
3 weeks ago
Hamilton, Canada BMO Financial Full timeApplication Deadline:01/13/2026Address:50 Bay Street SouthJob Family Group:Retail Banking Sales & Service**We are hiring a Financial Planner for our Hamilton and Stoney Creek Market. Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek.Join BMO – imagine the possibilities. Are you looking for a chance to let your...
-
Financial Planner
3 weeks ago
Hamilton, Canada BMO Financial Full timeApplication Deadline:01/13/2026Address:50 Bay Street SouthJob Family Group:Retail Banking Sales & Service**We are hiring a Financial Planner for our Hamilton and Stoney Creek Market. Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek.Join BMO – imagine the possibilities. Are you looking for a chance to let your...
