Description
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.
Responsibilities
- 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.
Requirements
- 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?
- 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
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