Bilingual Financial Planning Software Solutions Consultant- EN

RBC Dominion Securities; Montreal (administrative region); On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development opportunities

Competitive compensation

Job summary

RBC Dominion Securities in Montréal seeks a bilingual Financial Planning Software Solutions Consultant to support RBC Financial Planners and Investment Advisors across Canada. You will be the technical expert for Conquest Planning, myGPS, and Wealth Planning Calculators, enabling efficient client planning and differentiated service.

The role emphasizes financial planning expertise with a software development focus, requiring collaboration with Wealth Management and Banking teams.

Qualifications

• Undergraduate degree 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 in financial planning/wealth management.

Responsibilities

• Support RBC Financial Planners and Investment Advisors across Canada with financial planning solutions.
• Conduct QA and UAT for planning tools.
• Provide ongoing coaching to users and deliver training materials.
• Create and update job aids, user guides, and resources.
• Participate in cross-departmental projects and learning groups.

Skills

Cash management

Client counseling

Investments & markets

Customer service

Communication

Analytical skills

Team collaboration

Decision making

Interpersonal skills

Risk management

Education

Undergraduate degree in Finance or Wealth Management

Tools

Conquest Planning

Wealth Planning Calculators

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.

Job Description

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?

1. 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.
2. Undergraduate education in a related field, preferably Finance or Wealth Management.
3. CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designation
4. Knowledge of financial planning software (Conquest preferred)
5. Minimum 3 - 5 years of experience in the financial planning/wealth management industry
6. Knowledge of Canadian taxation and pension legislation
7. Excellent verbal and written communication and interpersonal skills
8. Strong research skills, analytical and problem-solving skills with ability to analyze data
9. Able to manage and prioritize workload with competing deadlines
10. 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

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

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:
2026-08-12

Application Deadline:
2026-10-30

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.