Financial Planning Software Solutions Consultant Job in Toronto for RBC - Royal Bank |

Financial Planning Software Solutions Consultant

June 14 2024
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Bank, Insurance, Financial Services, Management, Consulting
Toronto, ON • Full time

Job Summary

Job Description

What is the opportunity?

As an integral member of the Family Office Services (FOS) team, this position supports the entire RBC sales force in Canada (Investment Advisors, Associates, Financial Planners, Investment & Retirement Planners, Private Bankers and PH&N Investment Counsellors) in differentiating the client experience by providing clients with financial advice and planning solutions. This centralized support involves being the technical expert for Conquest Planning, our internally developed myGPS®, and Wealth Planning Calculators. Technical expertise includes integrating financial advice and planning recommendations into the coaching conversation with the sales force. The Consultant will also be a key partner in enabling revenue generation through opportunity spotting for consolidation and referral business to key partners.

Note that this is a financial planning consultant role with a software development focus and not a technology support position.

What will you do?

  • 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 Canadian Banking or Dominion Securities' Learning Services groups, contribute to the development and updates of 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?

  • 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


  • Bilingual (French / English), both oral and written

  • An interest in working with financial planning tool development

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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

Job Skills

Cash Management, Competitive Markets, Consulting, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented

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Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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