Financial Planning Consultant
3 weeks ago
Financial Planning Consultant at RBC Dominion Securities What is the opportunity? RBC Family Office Services is a team of over 250 specialists supporting Investment Advisors and RBC Canadian Banking. The team helps advisors deliver integrated wealth management and planning to clients and their families. 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. Collaborate with branch leadership to drive financial planning. Develop strong internal networks with the software owners and training and practice management to enhance training effectiveness. Provide coaching and feedback to branch managers after on‑site visits. Qualifications University degree with a professional designation (CFP/IQPF). 5+ years of related experience in financial planning, training and development, or related areas. Knowledge of myGPS or other financial planning software solutions. Knowledge of Canadian taxation and pension legislation. Excellent verbal and written communication, presentation and interpersonal skills. Ability to work independently and collaboratively within a team. Nice to have Brokerage industry experience. CSC. What’s in it for you A comprehensive Total Rewards Program including bonuses, 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 details Address: 1959 Upper Water St, Unit 1400, Halifax, Canada Work hours/week: 37.5 Employment type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: Application Deadline: (applications accepted until 11:59 PM on the day prior to the deadline) Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Referrals increase your chances of interviewing at RBC Dominion Securities by 2x. #J-18808-Ljbffr
-
Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Waterloo, Ontario: Toronto, Ontario: Halifax, Nova Scotia: London, Ontario: Ottawa, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00117889You are as unique as your background, experience and point of view. Here, you’ll be...
-
Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Waterloo, Ontario: Toronto, Ontario: Halifax, Nova Scotia: London, Ontario: Ottawa, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00117889You are as unique as your background, experience and point of view. Here, you’ll be...
-
Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Waterloo, Ontario: Toronto, Ontario: Halifax, Nova Scotia: London, Ontario: Ottawa, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00117889You are as unique as your background, experience and point of view. Here, you’ll be...
-
Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Financial Full timeFinancial Planning Consultant page is loaded## Financial Planning Consultantlocations: Waterloo, Ontario: Toronto, Ontario: Halifax, Nova Scotia: London, Ontario: Ottawa, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and...
-
Remote Senior Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Financial Full timeA leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of...
-
Remote Senior Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Financial Full timeA leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of...
-
Remote Senior Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Financial Full timeA leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of...
-
Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Full timeFinancial Planning Consultant – Sun LifeThis role is part of the Business Growth, Retail Advice & Solutions (RA&S) and focuses on supporting the growth of financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director of EFPS, the successful candidate will work closely with Sun Life Advisors and Field...
-
Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Full timeFinancial Planning Consultant – Sun LifeThis role is part of the Business Growth, Retail Advice & Solutions (RA&S) and focuses on supporting the growth of financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director of EFPS, the successful candidate will work closely with Sun Life Advisors and Field...
-
Financial Planning Consultant
2 weeks ago
Halifax, Canada Sun Life Full timeFinancial Planning Consultant – Sun Life This role is part of the Business Growth, Retail Advice & Solutions (RA&S) and focuses on supporting the growth of financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director of EFPS, the successful candidate will work closely with Sun Life Advisors and Field...
