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Financial Planning Software Solutions Consultant

RRoyal Bank of Canada
Royal Bank of Canada - North Bay,Royal Bank of Canada - Toronto,Royal Bank of Canada - CALGARY,Royal Bank of Canada - Edmonton,Royal Bank of Canada - Saskatoon,Royal Bank of Canada - Halifax,Royal Bank of Canada - Regina,Royal Bank of Canada - London,Royal Bank of Canada - Timmins,Royal Bank of Canada - Kelowna,Royal Bank of Canada - VANCOUVER
$55,000 - $90,000 per year
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Description

This role within the Family Office Services (FOS) team at RBC involves providing technical expertise for financial planning tools such as Conquest Planning, myGPS®, and Wealth Planning Calculators. The consultant supports RBC Financial Planners, Investment Advisors, Private Bankers, and PH&N Investment Counsellors to streamline financial planning workflows, deliver data-driven solutions, and enhance client experiences. The position focuses on software development for financial planning, not general technology support.

What We're Looking For

Assist RBC sales forces with corporate-approved financial advice and planning tools for client queries, asset discovery, business retention, and referral development.,Conduct Quality Assurance (QA) and User Acceptance Testing (UAT) for new or updated internal and external tools.,Provide ongoing coaching to users directly or via job aids and resources.,Create and update job aids, user guides, and other resources; ensure financial advice tools, reports, questionnaires, and marketing materials are regularly updated.,Contribute to the development and updates of training programs and materials, facilitating training sessions for the sales force.,Participate in various working groups and cross-departmental projects.

Ideal Candidate

CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designation.

Minimum Education

Undergraduate education in a related field, preferably Finance or Wealth Management.

Hard Skills

Financial planning software knowledge (Conquest preferred)
Canadian taxation and pension legislation knowledge
Analytical skills
Problem-solving skills
Data analysis

Soft Skills

Verbal communication
Written communication
Interpersonal skills
Research skills
Ability to manage and prioritize workload with competing deadlines
Ability to work independently
Collaborative within a team
Natural curiosity towards learning

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program
Bonuses
Flexible benefits
Competitive compensation
Leadership support for development through coaching and managing opportunities
Opportunities for progressively greater accountabilities
Dynamic, collaborative, progressive, and high-performing team environment

Also Available At

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
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