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Job Description
What is the opportunity?
This role is a dedicated Financial Planning Professional to support retail Financial Planning professionals, primarily in the Southwest Ontario 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 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 a primary support to building advice capability against the 8 Financial Planning Disciplines.
The successful candidate will support the Southwest Ontario Region.
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.
Facilitate skill building workshops with Financial Planners on Financial Planning topics; Marketing and promotion of planning tools to Financial Planners
Collaborate with other in-market support roles for driving the development and implementation of sales enablement, sales strategy and sales communications
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
What do you need to succeed?
Must-have:
CFP, QAFP or PFP required (CFP preferred)
Ability to work from home
Ability to travel within the supported region (
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
Adapt Quickly, Always Learn, Business Owner Planning, Communication, Cross-Team Collaboration, Estate Tax Planning, Income Tax Planning, Investment Planning, Leadership Engagement, Personal Financial Planning, Presentation Development, Retirement Planning, Risk Management, Strategic Selling, Teamwork, Trusts and Estate PlanningAdditional Job Details
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Inclusion and Equal Opportunity Employment
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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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