Financial Planning Software Solutions Consultant

About the role

RBC is hiring a Financial Planning Software Solutions Consultant for its Family Office Services (FOS) team in Toronto. The role supports RBC Financial Planners, Investment Advisors, Private Bankers and PH&N Investment Counsellors with technical expertise on tools such as Conquest Planning, the proprietary myGPS platform and Wealth Planning Calculators. It is a financial planning consultant role with a software development focus, not a technology support position.

Key responsibilities

• Support RBC sales forces in using approved financial advice and planning tools to answer client queries, uncover hidden assets, retain business and generate referrals
• Run quality assurance (QA) and user acceptance testing (UAT) of internal or externally acquired tools
• Coach users directly or refer them to job aids and other resources
• Create and update job aids, user guides and other documentation, and keep tools, reports, questionnaires and marketing materials current
• Help build and update training programs and run training sessions for the sales force
• Take part in working groups and cross-departmental projects

Required profile

• Undergraduate degree in a related field, preferably Finance or Wealth Management
• CFP, IQPF, QAFP, F.P.I., CLU, RRC or PFP designation
• 3 to 5 years of experience in financial planning or wealth management
• Knowledge of Canadian taxation and pension legislation

Required skills

• Knowledge of financial planning software (Conquest preferred)
• Strong research, analytical and problem-solving skills, able to analyze data
• Ability to manage competing deadlines and work independently and collaboratively

What we offer

• Total rewards program with bonuses, flexible benefits and competitive compensation
• Leadership coaching and opportunities to take on greater accountabilities
• A dynamic, collaborative team in a regular full-time position (37.5 hours per week)