Become a vital part of RBC as a Bilingual Financial Planning Software Solutions Consultant in Montréal. You will support financial planning teams, ensuring seamless client service delivery. In this key role within the Family Office Services team, you will engage with various departments to offer top-notch planning solutions and foster a collaborative work setting.

You’ll focus on coaching, user testing, and document creation for improved client interactions and outcomes. Key Responsibilities:

- Assist planners in utilizing financial planning tools
- Conduct User Acceptance Testing and Quality Assurance
- Develop and update training documents and job aids
- Train users on effective tool integration
- Collaborate on projects across different departments Requirements:
- Bilingual in English and French
- Relevant undergraduate degree required
- Minimum 3-5 years in the financial planning sector
- Understanding of the Conquest software
- Excellent teamwork and problem-solving skills Utilize your expertise to facilitate superior financial planning and client satisfaction as part of RBC's dedicated team.

📌 Bilingual Personal Banker (Customer Service) (Montreal)
🏢 RBC Dominion Securities
📍 Montreal