Regional Financial Planning Consultant

What is the opportunity?

This role is a dedicated Financial Planning Professional that supports our retail Financial Planning Professionals.

The P&CB Financial Planning Centre of Expertise enables our retail 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 the 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 Alberta and Territories 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 (

Whats 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

Additional Job Details