Bilingual Financial Planning Software Solutions Consultant
Core
Support RBC Financial Planners and Investment Advisors across Canada by providing financial advice and planning solutions using internal tools like Conquest Planning and myGPS®.
Role type
Senior Financial Planning Solutions Consultant (Software Support & Training)
Builds
Financial planning tools, user guides, training programs, and client-facing planning solutions.
Domain
Wealth Management / Financial Planning / Canadian Banking
Required skills
Financial planning expertise, Conquest Planning software knowledge, Canadian taxation and pension legislation, bilingualism (English/French), CFP/IQPF/QAFP designation, QA/UAT testing, user training and coaching, documentation creation.
Preferred skills
Interest in financial planning tool development, natural curiosity for learning.
Responsibilities
Assist financial planners with corporate-approved tools to respond to client queries; conduct QA and UAT of new or updated tools; provide ongoing coaching to users; create and update user guides and job aids; develop and deliver training programs to the sales force; participate in cross-departmental projects.
Seniority
Mid-Senior, hands-on IC
