Financial Planning Consultant

RBC Dominion Securities; Greater Sudbury; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join a leading financial services team as a Financial Planning Consultant, where you will support RBC advisors in delivering comprehensive financial planning services. This role involves training, coaching, and collaborating with branch leadership to enhance client engagement. With a commitment to diversity and inclusion, RBC offers a supportive environment for professional growth and community impact.

Benefits

Bonuses

Flexible benefits

Competitive pay

Training

Qualifications

• 5+ years of experience in financial planning, training, or development.
• Knowledge of Canadian taxation and pension legislation.

Responsibilities

• Provide direct support and training on the myGPS software.
• Support and deliver client-facing financial planning.
• Collaborate with branch leadership to promote financial planning.

Skills

Communication

Presentation

Interpersonal

Bilingual

Education

University degree

CFP/IQPF

Tools

myGPS

Job description

Job Summary

RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner, and business succession planning specialists, supporting Investment Advisors and RBC Canadian Banking. The team helps advisors deliver integrated wealth management expertise to clients and their families.

What is the Opportunity?

The Financial Planning Consultant team provides coaching and support to RBC Dominion Securities advisors engaged in financial planning and client-facing planning for target clients.

What will you do?

• Provide direct support and training on the myGPS software in a designated market through coaching and presentations.
• Support and deliver client-facing financial planning for target clients.
• Collaborate with branch leadership to promote financial planning.
• Develop internal networks with software owners and training teams to enhance training effectiveness.
• Offer coaching and feedback to branch managers after onsite visits.

What do you need to succeed?

Must-have:

• University degree and professional designation (CFP/IQPF).
• 5+ years of experience in financial planning, training, or development.
• Knowledge of myGPS or similar financial planning software.
• Understanding of Canadian taxation and pension legislation.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and in a team.
• Bilingual in French and English.

Nice-to-have:

• Brokerage industry experience.
• CSC designation.

What’s in it for you?

We foster growth, teamwork, and community impact. Benefits include bonuses, flexible benefits, competitive pay, training, and the chance to make a lasting impact.

Additional Job Details

Location: 1361 PARIS ST, GREATER SUDBURY / GRAND SUDBURY, Canada

Hours: 37.5/week

Type: Full-time, Salaried

Platform: WEALTH MANAGEMENT

Posted: 2025-05-09

Deadline: 2025-06-06

Note: Applications accepted until 11:59 PM on the day before the deadline.

Inclusion and Equal Opportunity Employment

RBC values diversity and an inclusive workplace that fosters respect, belonging, and opportunity for all employees. We are committed to supporting our employees to perform at their best and to drive innovation and growth.

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