Montreal, Quebec, Canada · On-site
Job Description What is the opportunity? The Bilingual Financial Planning Software Solutions Consultant will support RBC Financial Planners, Investment Advisors, and more across Canada by providing financial advice and p…
Skills: Financial planning, Wealth management, Software solutions, Quality assurance, User acceptance testing
Montreal, Quebec, Canada · Hybrid
ID de la demande : 1264 Service : 14636 - Réalisation Projet initiatives Statut : Régulier Horaire de travail : 35,00 hrs/sem Quart de travail : Jour Nombre d'emplois disponibles : 1 Emplacement : 7500 rue Tellier, Montr…
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Montreal, Quebec, Canada · Hybrid
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Montreal, Quebec, Canada · Hybrid
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Montreal, Quebec, Canada · Hybrid
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SyntaxMontreal, Quebec, Canada · Remote OK
Syntax is a leading Managed Cloud Provider for Mission Critical Enterprise Applications and has been providing comprehensive technology solutions to businesses of all sizes since 1972. Syntax has undisputed strength to i…
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Montreal, Quebec, Canada · On-site
$114k–$149k/yr
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Skills: Technical leadership, Electrical safety standards, Standards development, Compliance interpretation, Mentoring
Montreal, Quebec, Canada · Hybrid
$110k–$180k/yr
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Montreal, Quebec, Canada · Hybrid
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Montreal, Quebec, Canada · On-site
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Montreal, Quebec, Canada · Hybrid
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Montreal, Quebec, Canada · Hybrid
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Montreal, Quebec, Canada · Hybrid
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The consultant will provide technical support and financial planning expertise for internal software tools used by RBC advisors. They are also responsible for conducting quality assurance testing, creating user documentation, and delivering training programs to the sales force.
Candidates must have an undergraduate degree in finance or wealth management and 3-5 years of industry experience. A professional designation such as CFP, IQPF, or PFP is required, along with bilingual proficiency in English and French.
The Bilingual Financial Planning Software Solutions Consultant will support RBC Financial Planners, Investment Advisors, and more across Canada by providing financial advice and planning solutions to differentiate the client experience. This role within the Family Office Services (FOS) team involves close collaboration with various departments, including Wealth Management and RBC Personal & Commercial Banking. The Consultant will be the technical expert for Conquest Planning, our internally developed myGPS®, and Wealth Planning Calculators.
What will you do?
Financial Planning Tools Support – Assist the various financial planning roles using 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 developed internally or acquired from external vendors.
Coaching – Provide ongoing coaching to users directly or refer them to job aids and other resources.
Documentation – Create and update job aids, user guides, and other resources; ensure that financial advice and planning tools, reports, questionnaires, and marketing materials are updated regularly; and develop new documents as required.
Training – Working with Personal and Commercial Banking or Dominion Securities’ Learning Services groups, contributing to developing and updating training programs and supporting material. On occasion, deliver training to the sales force.
Projects – Participate in various working groups & cross-departmental projects.
What do you need to succeed?
Must-have
Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.
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 the personal knowledge base
We thrive on the challenge of being our best, thinking progressively, continuing to grow, and working together to deliver trusted advice to help our clients thrive, and our communities prosper. We care about each other, reaching our potential, making a difference in our communities, and achieving mutual success.
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
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
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