Financial analyst Offres d'emploi - Rosetown, SK

Job Summary

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 :

Nice-to-have :

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 :

Job Skills

Additional Job Details

Address :

REGINA MAIN BRANCH, 2010 11 AVE : REGINA

City : REGINA

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2025-01-30

Application Deadline :

2025-03-06

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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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