Expert Financial Planning Specialist Supporting Advisor Success
0000050599 RBC Dominion Securities Inc. • regina, division no. 6 • Posted July 09, 2026
About the Role
Lead and support new financial advisors as an Expert Financial Planning Specialist. Focus on recruitment, mentorship, and comprehensive training to ensure their growth and alignment with strategic objectives.
This impactful role requires your guidance to successfully onboard advisors within their first four years. You will help mold their practices by facilitating training on various products and sales strategies, ensuring they meet their professional goals while adhering to compliance requirements.
Key Responsibilities:
• Source and onboard candidates for advisory roles
• Assist with licensing and business planning processes
• Conduct training on product knowledge and client interactions
• Mentor advisors in developing their practices effectively
• Track and analyze advisor compliance and performance metrics
Requirements:
• At least 2 years in the financial services industry
• Valid Life Insurance Agent and Mutual Fund licenses
• Proven sales managemen...
This impactful role requires your guidance to successfully onboard advisors within their first four years. You will help mold their practices by facilitating training on various products and sales strategies, ensuring they meet their professional goals while adhering to compliance requirements.
Key Responsibilities:
• Source and onboard candidates for advisory roles
• Assist with licensing and business planning processes
• Conduct training on product knowledge and client interactions
• Mentor advisors in developing their practices effectively
• Track and analyze advisor compliance and performance metrics
Requirements:
• At least 2 years in the financial services industry
• Valid Life Insurance Agent and Mutual Fund licenses
• Proven sales managemen...