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What is the opportunity? As an integral member of the Mutual Funds Distribution and RBC Financial Planning team, you will provide expertise in coaching the delivery of our unique advice experience for Financial Planners (FPs) and Investment Retirement Planners (IRPs) including articulating their value proposition, conducting life and financial discovery, and presenting strategies leveraging our suite of financial planning tools. You will also be a primary support in developing advisor capability against our 8 Financial Planning Disciplines.
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.
Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across organization
Conduct presentations to 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 effectiveness, sales strategy and sales communications
Minimum 5 years financial planning experience in providing integrated sophisticated solutions directly to mass affluent clients
Proven understanding/knowledge of taxation and Investment industry knowledge
Willingness to travel within assigned region
MBA or other professional designation (e.g. CPA)
Experience as a business owner/entrepreneur
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
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
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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 rbc.com/careers .