Job Summary Job Description What is the opportunity?
The Financial Planning Consultant group is a team of professional financial planners responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial planning and client facing planning for target clients.
What will you do?
- 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.
What do you need to succeed? Must-have:
- 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
Nice-to-have:
- Brokerage industry experience
- CSC
What's in it for you?
- A comprehensive Total Rewards Program including bonuses and 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 Skills Additional Job Details Address:
City:
REGINA
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-01-30
Application Deadline:
2025-05-31
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I **nclusion 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.
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