Regional Financial Planning Consultant - Ottawa, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Ottawa, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Regional Financial Planning Consultant

What is the opportunity?

The P&CB Financial Planning Centre of Expertise enables our Financial Planning Professionals to help our clients achieve their life goals by delivering an outstanding financial planning experience with a high degree of confidence and capability.

What will you do?

Coach and mentor Financial Planners on all aspect of the financial planning process (Your Future By Design Advice Experience)
Be a Subject Matter Expert for sound guidance on broad range of technical tax, estate, financial planning ideas and strategies
Effectively communicate expert knowledge around issues affecting Mass Affluent individuals and business owners such a transitioning into retirement, investing through holding companies, sale of a business, wealth transfer etc.
Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across the organization
Conduct presentations to Financial Planners on financial planning topics; Marketing and promotion of planning tools to Financial Planners
Collaborate with other inmarket support roles for driving the development and implementation of sales effectiveness, sales strategy and sales communications

What do you need to succeed?

Must-have

CFP, QAFP or PFP required

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.

Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and highperforming team
Opportunities to do challenging work

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

:00

Application Deadline:

:00

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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