Financial Planning Consultant

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.
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.
Address:  1959 UPPER WATER ST, UNIT 1400, HALIFAX, Canada
Work hours/week:  37.5

Employment Type:

Full time
Platform:  WEALTH MANAGEMENT
Job Type:  Regular

Pay Type:

Salaried
Posted Date:  
Final date to receive applications:  
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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