Financial Planning Consultant

Royal Bank of Canada; Victoria; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Financial Planning Consultant in Victoria. The role involves supporting advisors and delivering client-facing financial planning. Candidates should have a university degree, CFP designation, and over 5 years of relevant experience. The position offers competitive compensation with a base salary of $80,000 to $100,000 and the potential for bonuses.

Benefits

Comprehensive Total Rewards Program

World-class training program

Collaborative team environment

Qualifications

• 5+ years of experience in financial planning or training and development.
• Knowledge of Canadian taxation and pension legislation.
• Brokerage industry experience is a plus.

Responsibilities

• Provide direct support and training on myGPS software.
• Engage in client-facing planning for target clients.
• Develop internal networks to enhance training effectiveness.

Skills

Verbal communication

Written communication

Interpersonal skills

Team collaboration

Independent work

Education

University degree with CFP/IQPF designation

Tools

myGPS software

Financial planning software solutions

Job description

Job Description

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 team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.

What is the Opportunity?

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.

The expected base salary range for this position is $80,000 – $100,000 – depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture.
• Enables collective achievement of our strategic goals.
• Generates sustainable shareholder returns and above market shareholder value.

Location: 730 View St, Victoria, Canada

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.