Consultant in Financial Planning Services
RBC Dominion Securities • victoria, Canada
Role Description
Join RBC Family Office Services as a Financial Planning Consultant, focusing on training and client engagement in beautiful Victoria, Canada. This role involves coaching advisors and enhancing financial strategies.
As part of the Financial Planning Consultant team, you will provide personalized training for RBC advisors to maximize their use of myGPS software. Your contributions will elevate client interactions and ensure effective financial planning within the bank’s branches.
Key Responsibilities: • Deliver training on myGPS to branch advisors • Support client-facing financial planning initiatives • Partner with branch leadership for effective strategies • Build relationships with software trainers • Provide feedback to branch management post visits
Requirements: • University degree with a CFP/IQPF designation • Minimum 5 years of experience in financial training • Proficient in financial planning software • Understanding of Canadian taxation and pension ru...
As part of the Financial Planning Consultant team, you will provide personalized training for RBC advisors to maximize their use of myGPS software. Your contributions will elevate client interactions and ensure effective financial planning within the bank’s branches.
Key Responsibilities: • Deliver training on myGPS to branch advisors • Support client-facing financial planning initiatives • Partner with branch leadership for effective strategies • Build relationships with software trainers • Provide feedback to branch management post visits
Requirements: • University degree with a CFP/IQPF designation • Minimum 5 years of experience in financial training • Proficient in financial planning software • Understanding of Canadian taxation and pension ru...