Bilingual Financial Planning Software Solutions Consultant
On-siteMontréal, Quebec, Canada
Job Summary
Support RBC Financial Planners and Investment Advisors by providing financial advice and planning solutions using corporate-approved tools like Conquest Planning and myGPS®. Conduct Quality Assurance and User Acceptance Testing on updated financial planning tools, while creating and updating job aids, user guides, and marketing materials. Provide ongoing coaching to users and contribute to developing training programs for the sales force. Participate in cross-departmental projects within the Family Office Services team to differentiate the client experience. This role requires bilingualism in English and French, a CFP or equivalent designation, and 3–5 years of experience in financial planning or wealth management.
Required Qualifications
- Bilingualism (English and French)
- 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
Desired Qualifications
- An interest in working with financial planning tool development
- Natural curiosity towards learning and broadening the personal knowledge base
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