Financial Planning Consultant
Description
RBC Family Office Services, a team of over 250 specialists in financial planning, legal, estate, taxation, business ownership, and business succession planning, supports Investment Advisors and RBC Canadian Banking. The Financial Planning Consultant will coach and directly support RBC Dominion Securities advisors in financial planning and client-facing planning for target clients. This includes providing in-branch training on myGPS software, delivering market presentations, working with branch leadership to drive financial planning, and developing strong internal networks to enhance training effectiveness. The role also involves providing coaching and feedback to branch managers after on-site visits.
What We're Looking For
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.,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.
Ideal Candidate
University degree supported by a professional designation (CFP/IQPF).,Brokerage industry experience (Nice-to-have).,CSC (Nice-to-have).
Minimum Education
University degree
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.
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