Financial Planning Software Solutions Consultant
Core
Empowers RBC Financial Planners and Advisors by delivering technical expertise for key financial planning tools (Conquest, myGPS, Wealth Planning Calculators) to streamline workflows and enhance client outcomes.
Role type
Financial Planning Software Solutions Consultant (Software Development Focus)
Builds
Financial planning tools, reports, questionnaires, and marketing materials for RBC Wealth Management and Personal & Commercial Banking
Domain
Wealth Management / Financial Planning
Required skills
Financial planning software knowledge (Conquest preferred), Canadian taxation and pension legislation, CFP/IQPF/QAFP/PFP/CLU/RRC designation, undergraduate education in Finance or Wealth Management, 3-5 years experience in financial planning/wealth management
Preferred skills
Interest in financial planning tool development, natural curiosity towards learning
Technologies
Conquest, myGPS, Wealth Planning Calculators
Responsibilities
Assist sales forces in using corporate approved financial advice and planning tools, Conduct QA and UAT of updated or newly created tools, Provide ongoing coaching to users, Create and update job aids and user guides, Facilitate training sessions for the sales force, Participate in cross-departmental projects
Seniority
Mid-Senior, hands-on IC
