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Financial Planning Consultant

Job in Toronto, Ontario, M5A, Canada
Listing for: 0000050599 RBC Dominion Securities Inc.
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 85000 CAD Yearly CAD 50000.00 85000.00 YEAR
Job Description & How to Apply Below

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:

  • University degree supported by a professional designation (CFP/IQPF).
  • 5+ years of related experience in one or more of the following areas: financial planning, training and development.
  • Knowledge and technical proficiency related to myGPS or other financial planning software solutions
  • Knowledge of Canadian taxation and pension legislation
  • Excellent verbal and written communication, presentation and interpersonal skills
  • Able to work independently and collaboratively within a team
  • Nice-to-have:

  • Brokerage industry experience
  • CSC
  • 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:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Ability to make a difference and lasting impact
  • Job Skills

    Additional Job Details

    Address:

    170 BLOOR ST W:

    TORONTO

    City:

    Toronto

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    WEALTH MANAGEMENT

    Job Type:

    Regular

    Pay Type:

    Salaried

    Posted Date:

    Final date to receive applications:

    Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

    Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

    Pay Range

    The expected pay range for this position is:

    $50,000.00 - $85,000.00

    The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

    You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

    Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
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