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Financial Planning Consultant

RRoyal Bank of Canada
Royal Bank of Canada - CALGARY,Royal Bank of Canada - MONTRÉAL,Royal Bank of Canada - Oshawa,Toronto, Canada,Royal Bank of Canada - Edmonton,Royal Bank of Canada - Saskatoon,Royal Bank of Canada - Halifax,Royal Bank of Canada - Regina,Royal Bank of Canada - London,Royal Bank of Canada - North Bay,Royal Bank of Canada - Timmins,Royal Bank of Canada - Kelowna,Royal Bank of Canada - VANCOUVER,Royal Bank of Canada - OTTAWA
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Description

This opportunity at RBC Family Office Services involves supporting Investment Advisors and RBC Canadian Banking by providing integrated wealth management expertise and planning to clients. The role focuses on coaching advisors, delivering client-facing planning, and driving financial planning within branches, while also fostering internal networks to enhance training effectiveness.

What We're Looking For

Provide direct support in a designated market for in-branch training on 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.

Develop strong internal networks with software owners and training and practice management to enhance overall training effectiveness.

Provide coaching and feedback to branch managers after any on-site visit.

Ideal Candidate

University degree supported by a professional designation (CFP/IQPF)

5+ years of related experience in 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

Brokerage industry experience (Nice-to-have)

CSC (Nice-to-have)

Minimum Education

University Degree

Hard Skills

myGPS software
financial planning software
Canadian taxation
pension legislation
brokerage industry experience
CSC

Soft Skills

verbal communication
written communication
presentation skills
interpersonal skills
independent work
collaboration

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program
bonuses
flexible benefits
competitive compensation
commissions
stock
world-class training program
dynamic team
collaborative environment
progressive thinking
high-performing team
ability to make a difference
lasting impact

Also Available At

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
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