Strategic Financial Planning Software 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

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