Regional Financial Planning Consultant

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

Job summary

A leading financial institution is seeking a Financial Planning Professional in Edmonton to support retail financial planners. The role involves coaching, providing expertise in financial planning, and collaborating on strategic initiatives. Join a dynamic team focused on client success and community impact.

Benefits

Professional development opportunities

Collaborative team environment

Meaningful work impact

Qualifications

• CFP, QAFP, or PFP certification required.

Responsibilities

• Coach and mentor Financial Planners on the financial planning process.
• Serve as a Subject Matter Expert on tax and financial planning strategies.
• Conduct presentations on financial planning topics.

Skills

Business Owner Planning

Communication

Estate Planning Law

Estate Tax Planning

Finance Strategy

Income Tax Planning

Investment Planning

Strategic Selling

Education

CFP

QAFP

PFP

Job description

Job Summary

Job Description

What is the opportunity?

We are seeking a dedicated Financial Planning Professional to support retail financial planning professionals in the Toronto GTR (Greater Toronto Region). The P&CB Financial Planning Centre of Expertise enables our Financial Planning Professionals to help clients achieve their life goals by delivering an outstanding financial planning experience with confidence and capability.

This role is part of the Mutual Funds Distribution and RBC Financial Planning Team, focusing on supporting retail financial planners to succeed in the areas of skills, advice, and results. The candidate will provide expertise in financial planning engagements, support Your Future by Design Advice Experience, articulate the FP Value Proposition, conduct Life and Financial Discovery, and present strategies using financial planning tools, while building advice capability across the 8 Financial Planning Disciplines.

The successful candidate will support the Toronto GTR region.

What will you do?

• Coach and mentor Financial Planners on all aspects of the financial planning process (Your Future By Design Advice Experience).
• Serve as a Subject Matter Expert on technical tax, estate, and financial planning strategies.
• Communicate expert guidance on issues affecting Mass Affluent individuals and business owners, such as retirement transition, investing through holding companies, business sale, and wealth transfer.
• Contribute to projects like developing training and financial planning tools and supporting strategic initiatives.
• Conduct presentations on financial planning topics and promote planning tools to Financial Planners.
• Collaborate with in-market support roles to develop and implement sales strategies and communications.

What do you need to succeed?

Must-have:

• CFP, QAFP, or PFP certification required.

What’s in it for you?

We thrive on challenges, growth, and teamwork to deliver trusted advice that helps clients and communities prosper. We value diversity, support professional development, and aim to make a lasting impact.

• Opportunity to make a meaningful difference.
• Work in a dynamic, collaborative, and high-performing team.
• Engage in challenging and rewarding work.

Job Skills

Business Owner Planning, Communication, Estate Planning Law, Estate Tax Planning, Finance Strategy, Income Tax Planning, Investment Planning, Strategic Selling.

Additional Job Details

Address: 10111 104 AVE NW, EDMONTON

City: EDMONTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-13

Application Deadline: 2025-05-24

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 with diverse perspectives is key to our growth. We support a workplace where employees feel supported, collaborate effectively, innovate, and grow professionally, aligning with our purpose to create value for clients and communities. RBC is committed to policies and programs fostering respect, belonging, and opportunity for all.

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