Financial Planning Consultant

RBC; Hamilton; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services team in Hamilton is seeking a Financial Planning Consultant to provide training and support for financial planning to advisors. The ideal candidate will hold a university degree with a CFP/IQPF designation and possess over 5 years of relevant experience. Strong communication skills, knowledge of Canadian taxation, and proficiency with financial planning software are essential. This full-time position promotes collaboration within a dynamic team environment.

Benefits

Comprehensive Total Rewards Program

World-class training program

Dynamic work environment

Qualifications

• 5+ years of experience in financial planning or related areas.
• Knowledge of Canadian taxation and pension legislation.
• Excellent verbal and written communication skills.

Responsibilities

• Provide direct support in a designated market for in-branch training.
• Engage in client-facing planning for target clients.
• Work with branch leadership to drive financial planning.

Skills

Financial planning

Training and development

Communication skills

Team collaboration

Education

University degree with professional designation (CFP/IQPF)

Tools

myGPS software

other financial planning software

Job description

Overview

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

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 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. 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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