Financial Planning Consultant - $67,000 - $110,000 A Year (Toronto)

Financial Planning Consultant - $67,000 - $110,000 A Year (Toronto)

05 Sep
|
RBC
|
Toronto

05 Sep

RBC

Toronto

OverviewRBC 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.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 solutionsKnowledge of Canadian taxation and pension legislationExcellent verbal and written communication, presentation and interpersonal skillsAble to work independently and collaboratively within a teamNice-to-have:Brokerage industry experienceCSCWhat’s in it for you?A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactJob DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TorontoCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-02-05Application Deadline: 2026-03-31Note:Apps will be accepted until 11:59 PM on the day prior to the application deadline date. Compensation for this position will be determined by factors including candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.Pay RangeThe expected pay range for this position is: $67,000.00 - $110,000.00. 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 range 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 chance to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.Inclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging, and opportunity for all.Join our Talent Community. Stay in-the-know about outstanding career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.ComRBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.#J-18808-Ljbffr

📌 Financial Planning Consultant - $67,000 - $110,000 A Year (Toronto)
🏢 RBC
📍 Toronto

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