Bilingual Financial Planning Software Solutions Consultant- EN

RBC Dominion Securities; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm seeks a Bilingual Financial Planning Software Solutions Consultant in Montreal to enhance client experience by supporting financial planners and investment advisors. This role requires collaboration, expertise in financial planning software, and proven experience in wealth management to provide tailored financial advice and tools.

Benefits

Comprehensive rewards program

Development opportunities

Dynamic team environment

Qualifications

• Bilingual in English and French.
• 3-5 years of experience in financial planning / wealth management.
• Certifications such as CFP, IQPF, or QAFP are advantageous.

Responsibilities

• Support financial planning tools and respond to client queries.
• Conduct Quality Assurance and User Acceptance Testing for tools.
• Deliver training sessions and develop user guides.

Skills

Communication

Problem-Solving

Research

Analytical

Education

Undergraduate degree in Finance or Wealth Management

Tools

Conquest Planning

Job description

Bilingual Financial Planning Software Solutions Consultant- EN

Join to apply for the Bilingual Financial Planning Software Solutions Consultant- EN role at RBC Dominion Securities .

Opportunity Overview

The Bilingual Financial Planning Software Solutions Consultant supports RBC Financial Planners, Investment Advisors, and other team members across Canada by providing financial advice and planning solutions to enhance the client experience. This role within the Family Office Services (FOS) team involves collaboration with Wealth Management and RBC Personal & Commercial Banking. The Consultant will serve as the technical expert for Conquest Planning, our internally developed myGPS, and Wealth Planning Calculators.

Key Responsibilities

• Support financial planning tools to respond to client queries, uncover assets, retain business, and generate referrals.
• Conduct Quality Assurance (QA) and User Acceptance Testing (UAT) for new or updated tools.
• Provide coaching and create resources such as job aids and user guides.
• Assist in developing and updating training materials and deliver training sessions as needed.
• Participate in various projects and cross-departmental initiatives.

Qualifications

• Bilingual in English and French.
• Undergraduate degree in Finance, Wealth Management, or related field.
• Certifications such as CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP.
• Knowledge of financial planning software (preferably Conquest).
• 3-5 years of experience in financial planning / wealth management.
• Understanding of Canadian taxation and pension legislation.
• Excellent communication and interpersonal skills.
• Strong analytical, research, and problem-solving abilities.
• Ability to manage workload and work independently or collaboratively.

Additional Information

Benefits include a comprehensive rewards program, development opportunities, and a dynamic team environment. The position is based in Montreal, with a full-time schedule of 37.5 hours / week, and offers a salaried employment type within Wealth Management.

Application deadline is May 26, 2025. RBC promotes an inclusive workplace and encourages diverse candidates to apply.

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