Bilingual Financial Planning Software Solutions Consultant

Royal Bank of Canada

  • Toronto, ON
  • Permanent
  • Full-time
  • 2 months ago
Job SummaryJob DescriptionWhat is the opportunity?The Bilingual Financial Planning Software Solutions Consultant will support RBC Financial Planners, Investment Advisors, and more across Canada by providing financial advice and planning solutions to differentiate the client experience. This role within the Family Office Services (FOS) team involves close collaboration with various departments, including Wealth Management and RBC Personal & Commercial Banking. The Consultant will be the technical expert for Conquest Planning, our internally developed myGPS®, and Wealth Planning Calculators.Please note that this is a financial planning consultant role with a software development focus, not a technology support position.What will you do?Financial Planning Tools Support – Assist the various financial planning roles using corporate-approved financial advice and planning tools to respond to client queries, uncover hidden assets, retain business, and develop referrals.Testing – Conduct Quality Assurance (QA) and User Acceptance Testing (UAT) of updated or newly created tools developed internally or acquired from external vendors.Coaching – Provide ongoing coaching to users directly or refer them to job aids and other resources.Documentation – Create and update job aids, user guides, and other resources; ensure that financial advice and planning tools, reports, questionnaires, and marketing materials are updated regularly; and develop new documents as required.Training – Working with Personal and Commercial Banking or Dominion Securities’ Learning Services groups, contributing to developing and updating training programs and supporting material. On occasion, deliver training to the sales force.Projects – Participate in various working groups & cross-departmental projects.What do you need to succeed?
Must-haveBilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.Undergraduate education in a related field, preferably Finance or Wealth Management.CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designationKnowledge of financial planning software (Conquest preferred)Minimum 3 - 5 years of experience in the financial planning/wealth management industryKnowledge of Canadian taxation and pension legislationExcellent verbal and written communication and interpersonal skillsStrong research skills, analytical and problem-solving skills with ability to analyze dataAble to manage and prioritize workload with competing deadlinesAble to work independently and collaboratively within a teamNice-to-haveAn interest in working with financial planning tool development.Natural curiosity towards learning and broadening the personal knowledge baseWhat’s in it for you?We thrive on the challenge of being our best, thinking progressively, continuing to grow, and working together to deliver trusted advice to help our clients thrive, and our communities prosper. We care about each other, reaching our potential, making a difference in our communities, and achieving mutual success.A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation.Leaders who support your development through coaching and managing opportunitiesOpportunities to take on progressively greater accountabilitiesWork in a dynamic, collaborative, progressive, and high-performing teamJob SkillsAdditional Job DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-06-26Application Deadline: 2025-07-10Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion 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 CommunityStay in-the-know about great 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 .

Royal Bank of Canada