Financial Planning Software Solutions Consultant

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.

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

• Bilingual (French / English), both oral and written preferred
• 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

Additional Job Details

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.