Financial Planning Software Solutions Consultant
On-siteToronto, Ontario, Canada
Job Summary
Support RBC Financial Planners, Investment Advisors, and Private Bankers by delivering technical expertise for Conquest Planning, myGPS®, and Wealth Planning Calculators. Assist sales forces in using corporate-approved tools to respond to client queries, uncover hidden assets, and develop referrals. Conduct Quality Assurance and User Acceptance Testing of updated or newly created tools developed internally or acquired from external vendors. Provide ongoing coaching to users directly or by referring them to job aids and resource materials. Create and update job aids, user guides, and other resources to ensure financial advice and planning tools remain current. Facilitate training sessions for the sales force and contribute to the development of training programs with Learning Services groups. Participate in various working groups and cross-departmental projects to bridge technology and strategic advice. This role empowers advisors to provide differentiated, data-driven solutions that elevate client experiences within the Family Office Services team.
Required Qualifications
- Must-have Bilingual (French / English)
- 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
- Must-have Bilingual (French / English), both oral and written preferred
- An interest in working with financial planning tool development
- Natural curiosity towards learning and broadening personal knowledge base
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