Financial Planning Consultant

Opportunity at RBC Dominion Securities

RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner, and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.

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 You Will Do as a Financial Planning Consultant

• 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 for working with branch leadership to drive financial planning.
• Develop strong internal networks with 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 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 designation.

What's in it for You?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:

• 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.

Key skills/competency

• Financial Planning
• Wealth Management
• Client Coaching
• myGPS Software
• Canadian Taxation
• Pension Legislation
• Training & Development
• Communication Skills
• Interpersonal Skills
• Brokerage Industry