Bilingual Wealth Planning Software Consultant

RBC; Montreal; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Canada is seeking a Bilingual Financial Planning Software Solutions Consultant. You will support RBC Financial Planners by providing expert financial advice, planning solutions, and assisting with software tools. The ideal candidate possesses strong financial planning knowledge, bilingual skills, and experience in the wealth management industry. This role offers competitive compensation and opportunities for professional growth.

Benefits

Comprehensive Total Rewards Program

Opportunities for development and coaching

Dynamic and collaborative work environment

Qualifications

• Minimum 3 - 5 years of experience in the financial planning/wealth management industry.
• Knowledge of Canadian taxation and pension legislation.
• Strong analytical and problem-solving skills with ability to analyze data.

Responsibilities

• Assist financial planners by supporting financial advice and planning tools.
• Conduct Quality Assurance (QA) and User Acceptance Testing (UAT) of tools.
• Provide ongoing coaching and documentation for users.

Skills

Bilingualism (English and French)

Knowledge of financial planning software (Conquest preferred)

Excellent verbal and written communication skills

Strong research and analytical skills

Ability to manage competing deadlines

Capacity to work independently and collaboratively

Education

Undergraduate education in Finance or Wealth Management

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

Tools

Conquest Planning software

Job description

A leading financial institution in Canada is seeking a Bilingual Financial Planning Software Solutions Consultant. You will support RBC Financial Planners by providing expert financial advice, planning solutions, and assisting with software tools. The ideal candidate possesses strong financial planning knowledge, bilingual skills, and experience in the wealth management industry. This role offers competitive compensation and opportunities for professional growth.