Financial Planning Consultant

Royal Bank of Canada>; Hamilton; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Hamilton is seeking a Financial Planning Consultant to provide coaching and support for financial advisors. The role requires a university degree, 5+ years of experience in financial planning or training, and proficiency in financial planning software. This position offers competitive compensation, a dynamic team environment, and comprehensive rewards programs.

Benefits

Comprehensive Total Rewards Program

World-class training program

Dynamic and collaborative work team

Qualifications

• 5+ years of related experience in financial planning or training.
• Knowledge of Canadian taxation and pension legislation.
• Experienced in coaching and one-on-one training.

Responsibilities

• Provide direct support in training on myGPS software.
• Engagement and support in client-facing planning.
• Work with branch leaders to promote financial planning.

Skills

Excellent verbal and written communication

Knowledge of Canadian taxation

Technical proficiency in financial planning software

Interpersonal skills

Ability to work independently

Education

University degree with professional designation (CFP/IQPF)

Tools

myGPS software

Job description

Overview

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 for 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.

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 Details

• Address: 100 KING ST W, HAMILTON
• City: Hamilton
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-06-19
• Application Deadline: 2025-10-31
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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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