Regional Financial Planning Consultant

Job Summary

Job Description

What is the opportunity?

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 our clients achieve their life goals by delivering an outstanding financial planning experience with a high degree of confidence and capability.

As an integral member of the Mutual Funds Distribution and RBC Financial Planning Team, this position will focus on supporting our retail financial planners in achieving success in the areas of the Right Skills and Capabilities and the Right Advice, leading to the Right Results. The candidate will provide expertise in the financial planning engagement through the support of Your Future by Design Advice Experience, articulating the FP Value Proposition, conducting Life and Financial Discovery, and presenting Strategies, leveraging our financial planning tools and providing primary support to building advice capability against the 8 Financial Planning Disciplines.

The successful candidate will support the Toronto GTR (Greater Toronto Region).

What will you do?

1. Coach and mentor Financial Planners on all aspects of the financial planning process (Your Future By Design Advice Experience)
2. Be a Subject Matter Expert for sound guidance on a broad range of technical tax, estate, and financial planning ideas and strategies
3. Effectively communicate expert knowledge around issues affecting Mass Affluent individuals and business owners such as transitioning into retirement, investing through holding companies, sale of a business, wealth transfer, etc.
4. 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
5. Conduct presentations to Financial Planners on financial planning topics; Marketing and promotion of planning tools to Financial Planners
6. Collaborate with other in-market 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 high-performing team
• Opportunities to do challenging 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: RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-26

Application Deadline: 2025-04-09

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. 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.

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