Royal Bank of Canada

Bilingual Financial Planning Software Solutions Consultant

Royal Bank of Canada • $80K — $95K *
Montreal, QC H1A 0A1In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bilingual (English and French) essential for communication with partners and employees across Canada.
  • Undergraduate degree in Finance or Wealth Management preferred.
  • CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designation required.
  • Proficient in financial planning software, especially Conquest.
  • 3-5 years of experience in financial planning or wealth management industry necessary.
  • Strong understanding of Canadian taxation and pension legislation.
  • Excellent communication, interpersonal, and analytical skills.

Responsibilities

  • Assist financial planners by utilizing corporate financial advice tools to engage clients effectively.
  • Perform Quality Assurance (QA) and User Acceptance Testing (UAT) on financial planning tools.
  • Coach users and enhance their understanding of financial planning resources.
  • Create and update documentation, ensuring accuracy and relevance of materials.
  • Collaborate with training teams to develop and deliver educational content on financial tools.
  • Participate in cross-departmental projects to enhance service delivery.

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits.
  • Leadership support for personal development and career growth.
  • Opportunities for increased responsibility and career advancement.
  • Dynamic, collaborative, and high-performing team environment.
Full Job Description
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?

  • 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:

2026-10-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
Finance & Insurance
5 Year Trend
+8.7%
NASDAQ
RY
* Ladders Estimates

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