Financial Planning Consultant
Top Benefits
About the role
Job Summary Job Description What is the Opportunity? 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 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
- Bilingual (French / English), both oral and written
Nice-to-have:
- Brokerage industry experience
- CSC
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
Job Skills Additional Job Details Address: 1361 PARIS ST:GREATER SUDBURY / GRAND SUDBURY
City: GREATER SUDBURY / GRAND SUDBURY
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-05-09
Application Deadline: 2025-09-30
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.
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Financial Planning Consultant
Top Benefits
About the role
Job Summary Job Description What is the Opportunity? 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 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
- Bilingual (French / English), both oral and written
Nice-to-have:
- Brokerage industry experience
- CSC
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
Job Skills Additional Job Details Address: 1361 PARIS ST:GREATER SUDBURY / GRAND SUDBURY
City: GREATER SUDBURY / GRAND SUDBURY
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-05-09
Application Deadline: 2025-09-30
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.
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.