Wealth Planning Coach

RBC; Oshawa; On-site; CAD 66,000 - 105,000; Full time

Job summary

A leading financial services company is seeking a Financial Planning Consultant in Oshawa. The ideal candidate must hold a university degree with a CFP designation and have over 5 years of experience in financial planning. Key responsibilities include providing support to RBC advisors and delivering coaching on financial planning software. The position offers a full-time salary range between $66,000 and $105,000 CAD, along with a comprehensive benefits package and opportunities for professional development.

Benefits

Comprehensive Total Rewards Program

World-class training program

Collaborative work environment

Qualifications

• Must have a university degree supported by a professional designation (CFP/IQPF).
• 5+ years of related experience in financial planning or training.
• Excellent verbal and written communication skills.

Responsibilities

• Provide one-on-one coaching and market presentations.
• Engagement in client-facing planning for target clients.
• Work with branch leadership to drive financial planning.

Skills

Financial planning

Training and development

Communication skills

Interpersonal skills

Teamwork

Education

University degree with a CFP/IQPF designation

Tools

myGPS software

Job description

A leading financial services company is seeking a Financial Planning Consultant in Oshawa. The ideal candidate must hold a university degree with a CFP designation and have over 5 years of experience in financial planning. Key responsibilities include providing support to RBC advisors and delivering coaching on financial planning software. The position offers a full-time salary range between $66,000 and $105,000 CAD, along with a comprehensive benefits package and opportunities for professional development.