- Recherche d'emploi
- North Battleford, SK
- assistant financial
Assistant financial Offres d'emploi - North Battleford, SK
- Offre sponsorisée
- Nouvelle offre
Financial Planning Consultant
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Job Summary
Job Description
What is the opportunity?
RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their families.
The Financial Planning Consultant group is a team of professional financial planners responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial planning and client facing planning for target clients.
What will you do?
- Accountable for providing direct support in a designated market for in branch training on the myGPS software to advisors and their teams through one-on-one coaching and market presentations.
- Engagement, support and delivery of client facing planning for target clients.
- Accountable working with branch leadership to drive financial planning.
- Develop strong internal networks with the software owners and training and practice management to enhance overall effectiveness of training.
- Provide coaching and feedback to branch managers after any on site visit.
What do you need to succeed?
Must-have :
Nice-to-have :
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 :
Job Skills
Additional Job Details
Address :
REGINA MAIN BRANCH, 2010 11 AVE : REGINA
City : REGINA
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform : WEALTH MANAGEMENT
Job Type : Regular
Pay Type : Salaried
Posted Date : 2025-01-30
Application Deadline :
2025-03-06
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 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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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