Royal Bank of Canada

Financial Planning Consultant

Royal Bank of Canada$80K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • University degree with CFP/IQPF designation
  • 5+ years in financial planning or training and development
  • Proficient with myGPS or similar financial planning software
  • Understanding of Canadian taxation and pension laws
  • Strong verbal, written, and interpersonal communication skills
  • Ability to work independently and in a team environment

Responsibilities

  • Provide training on myGPS software to advisors and teams
  • Engage in client-facing financial planning for target clients
  • Collaborate with branch leadership to promote financial planning
  • Build strong internal networks with software and training teams
  • Offer coaching and feedback to branch managers after site visits

Benefits

  • Comprehensive Total Rewards Program with bonuses and flexible benefits
  • World-class training program in financial services
  • Dynamic and progressive team environment
  • Opportunity to create a meaningful impact
Full Job Description
Job Description

What is the Opportunity?

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


The expected base salary range for this position is $80,000 - $100,000 -- depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

Job Skills

Additional Job Details

Address:

730 VIEW ST:VICTORIA

City:

Victoria

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-06

Application Deadline:

2026-07-31
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

RBC 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.

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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