Bilingual Financial Planning Software Solutions Consultant- EN

RBC Dominion Securities; Montreal; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading company in financial services seeks a Bilingual Financial Planning Software Solutions Consultant to support advisors across Canada. The role emphasizes providing strategic financial advice, enhancing client experiences, and managing financial planning software tools. Ideal candidates will be bilingual and have a strong background in finance or wealth management, along with relevant industry designations.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Opportunities for development

Inclusive workplace culture

Qualifications

• Bilingualism is essential for client relations.
• 3-5 years of experience in financial planning industry required.
• Knowledge of financial planning software preferred.

Responsibilities

• Assist financial planners with corporate-approved tools.
• Conduct QA and UAT of financial planning tools.
• Develop and update training materials for users.

Skills

Bilingualism (English and French)

Communication skills

Analytical skills

Problem-solving skills

Research skills

Education

Undergraduate education in Finance or Wealth Management

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

Tools

Conquest Planning software

Job description

Bilingual Financial Planning Software Solutions Consultant- EN

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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.

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

• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.
• 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

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-02

Application Deadline:

2025-06-16

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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