Financial Planning Software Solutions Consultant

RBC Dominion Securities; Toronto; On-site; CAD 90,000 - 140,000; Full time

Job summary

RBC Dominion Securities in Toronto seeks a Financial Planning Software Solutions Consultant within Family Office Services. You will deliver technical expertise for Conquest Planning, the myGPS platform, and Wealth Planning Calculators to RBC planners, advisors, and counsellors, streamlining workflows and enabling data‑driven client solutions.

Collaborating with Wealth Management, Personal & Commercial Banking, and cross‑functional teams, you bridge technology and strategic advice to improve

Qualifications

• Undergraduate degree in Finance or Wealth Management or related field.
• Designation such as CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP.
• 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 verbal and written communication and interpersonal skills.
• Ability to manage workload with competing deadlines; work both independently and in a team.

Responsibilities

• Support RBC sales forces in using approved financial planning tools to respond to client queries and develop referrals.
• Perform QA and UAT on updated or new tools.
• Provide ongoing coaching to users and develop training materials.
• Create and update job aids, guides, and resources; maintain tools and reports.
• Develop training programs with Banking and Dominion Securities Learning Services; facilitate sessions.
• Participate in cross-departmental projects and working groups.

Skills

Verbal communication

Written communication

Interpersonal skills

Analytical skills

Problem solving

Time management

Teamwork

Education

Undergraduate degree in Finance or Wealth Management

CFP/IQPF/QAFP/F.P.I., CLU, RRC, or PFP designation

Tools

Conquest Planning

myGPS platform

Wealth Planning Calculators

Job description

What is the opportunity?

As a Financial Planning Software Solutions Consultant within the Family Office Services (FOS) team, this role empowers RBC Financial Planners, Investment Advisors, Private Bankers, and PH&N Investment Counsellors by delivering technical expertise for key tools, including Conquest Planning, the proprietary myGPS® platform, and Wealth Planning Calculators. Through centralized support, the position streamlines financial planning workflows, enabling advisors to provide differentiated, data-driven solutions that elevate client experiences. Collaborating with Wealth Management, RBC Personal & Commercial Banking, and cross-functional teams, the role bridges technology and strategic advice to enhance precision, efficiency, and client outcomes.

Job Description

As a Financial Planning Software Solutions Consultant within the Family Office Services (FOS) team, this role empowers RBC Financial Planners, Investment Advisors, Private Bankers, and PH&N Investment Counsellors by delivering technical expertise for key tools, including Conquest Planning, the proprietary myGPS® platform, and Wealth Planning Calculators. Through centralized support, the position streamlines financial planning workflows, enabling advisors to provide differentiated, data-driven solutions that elevate client experiences. Collaborating with Wealth Management, RBC Personal & Commercial Banking, and cross-functional teams, the role bridges technology and strategic advice to enhance precision, efficiency, and client outcomes. 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 RBC sales forces in using the 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 that are developed internally or acquired from external vendors.
• Coaching – Provide ongoing coaching to users directly or by referring them to job aids and other resource material.
• Documentation – Create and update job aids, user guides and other resources; assist in ensuring that financial advice and planning tools, reports, questionnaires and marketing materials are updated on a regular basis and develop new documents as required.
• Training – Working with Personal and Commercial Banking or Dominion Securities’ Learning Services groups, contribute to the development and updates of training programs and supporting material. Regularly facilitate training sessions for the sales force.
• Projects – Participate in various working groups & cross-departmental projects.

What do you need to succeed?

Must-have

• 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 personal knowledge base

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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: RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City: Toronto

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

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.