Financial Planning Consultant
Description
The Financial Planning Consultant works within RBC Family Office Services, supporting Investment Advisors and RBC Canadian Banking. The role involves coaching RBC Dominion Securities advisors on financial planning using myGPS software, providing direct client-facing planning support, and actively promoting financial planning within branches through collaboration with leadership.
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.,Work with branch leadership to drive financial planning.,Develop strong internal networks with software owners and training/practice management to enhance overall 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 one or more of the following areas: financial planning, training and development.
Minimum Education
University degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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