Description
The RBC Family Office Services team, composed of over 250 specialists, provides integrated wealth management expertise and planning to clients and their families, supporting Investment Advisors and RBC Canadian Banking. This role specifically involves coaching RBC Dominion Securities advisors on financial planning, delivering client-facing planning, and driving financial planning initiatives within branches.
What We're Looking For
Provide direct support 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.,Collaborate with branch leadership to drive financial planning initiatives.,Develop strong internal networks with software owners, training, and practice management teams to enhance training effectiveness.,Offer coaching and feedback to branch managers following on-site visits.
Ideal Candidate
[object Object]
Minimum Education
University degree supported by a professional designation (CFP/IQPF)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.