Job Description
Job Summary
Job Description
What 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-have
Bilingual (French / English), both oral and written
Undergraduate education in a related field, preferably Finance or Wealth Management.
CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designation
Knowledge of financial planning software (Conquest preferred)
Minimum 3 - 5 years of experience in the financial planning/wealth management industry
Knowledge of Canadian taxation and pension legislation
Excellent verbal and written communication and interpersonal skills
Strong research skills, analytical and problem-solving skills with ability to analyze data
Able to manage and prioritize workload with competing deadlines
Able to work independently and collaboratively within a team
Nice-to-have
An interest in working with financial planning tool development.
Natural curiosity towards learning and broadening the personal knowledge base
What’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 opportunities
Opportunities to take on progressively greater accountabilities
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Financial Plan Development, Financial Software, Wealth ManagementAdditional Job Details
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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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