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 in Montreal is seeking a Bilingual Financial Planning Software Solutions Consultant. This role involves providing financial advice, conducting quality assurance, and coaching users on financial planning tools. Candidates should have 3-5 years of experience in financial planning/wealth management and be fluent in English and French. This position offers competitive pay and opportunities for professional development.

Benefits

Comprehensive Total Rewards Program

Supportive leadership for development

Opportunities for increased responsibilities

Qualifications

• 3-5 years of experience in financial planning or wealth management.
• Knowledge of Canadian taxation and pension legislation.
• Ability to work independently and in teams.

Responsibilities

• Assist financial planning roles using corporate-approved tools.
• Conduct QA and UAT of tools.
• Provide ongoing coaching to users.

Skills

Bilingualism (English and French)

Excellent communication skills

Strong research and analytical skills

Problem-solving skills

Ability to manage workload

Education

Undergraduate degree in Finance or Wealth Management

CFP, IQPF, QAFP, or equivalent designation

Tools

Conquest Planning

Wealth Planning Calculators

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.

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.

Note: This is a financial planning consultant role with a software development focus, not a technology support position.

What will you do?

1. Financial Planning Tools Support – Assist financial planning roles using corporate-approved tools to respond to client queries, uncover hidden assets, retain business, and develop referrals.
2. Testing – Conduct QA and UAT of tools developed internally or acquired externally.
3. Coaching – Provide ongoing coaching to users or refer them to resources.
4. Documentation – Create and update job aids, guides, and other resources; ensure tools, reports, questionnaires, and marketing materials are current; develop new documents as needed.
5. Training – Collaborate with banking and learning groups to develop and deliver training programs and materials.
6. Projects – Participate in cross-departmental working groups and projects.

What do you need to succeed?

Must-have

• Bilingualism (English and French) required.
• Undergraduate degree in Finance or Wealth Management preferred.
• CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designation.
• Knowledge of financial planning software (Conquest preferred).
• 3-5 years of experience in financial planning/wealth management.
• Knowledge of Canadian taxation and pension legislation.
• Excellent communication and interpersonal skills.
• Strong research, analytical, and problem-solving skills.
• Ability to manage workload with deadlines.
• Ability to work independently and in teams.

Nice-to-have

• Interest in financial planning tool development.
• Curiosity and desire to learn.

What’s in it for you?

• Comprehensive Total Rewards Program including bonuses, benefits, and competitive pay.
• Supportive leadership for your development.
• Opportunities for increased responsibilities.
• Work in a dynamic, collaborative, high-performing team.

Additional Job Details

• Location: 1 Place Ville Marie, Montréal, Canada
• Hours: 37.5/week
• Employment: Full-time, Salaried
• Platform: Wealth Management
• Posted Date: 2025-06-02
• Application Deadline: 2025-08-13

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