Bilingual Financial Planning Software Solutions Consultant

Montréal, QC
On-site
Posted Nov 12, 2026
1 position

Opens an external site

Employment type: Full-time
Experience level: 3+ years
Minimum education: Professional degree
Posting language: English

Job summary

The consultant will support financial planners and advisors by providing technical expertise for financial planning software and tools. Responsibilities include conducting quality assurance testing, creating user documentation, and delivering training programs to the sales force.

Job details

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 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. Please note that this is a financial planning consultant role with a software development focus, not a technology support position. 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 What’s in it for you? 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 RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail. Job Skills Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented Additional Job Details Address: 1 PLACE VILLE MARIE:MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-12 Application Deadline: 2027-01-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.

What you’ll do

Requirements

Candidates must have an undergraduate degree in finance or wealth management and a relevant professional designation such as CFP or PFP. A minimum of 3-5 years of experience in the financial planning industry and bilingual proficiency in English and French are required.