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 team-oriented work environment. You'll focus on coaching, user testing, and document creation for improved client interactions and outcomes.Key Responsibilities:Assist planners in utilizing financial planning toolsConduct User Acceptance Testing and Quality AssuranceDevelop and update training documents and job aidsTrain users on effective tool integrationCollaborate on projects across different departmentsRequirements:Bilingual in English and FrenchRelevant undergraduate degree requiredMinimum 3-5 years in the financial planning sectorUnderstanding of the Conquest softwareExcellent teamwork and problem-solving skillsUtilize your expertise to facilitate superior financial planning and client satisfaction as part of RBC's dedicated team.

📌 Bilingual Financial Planning Software Solutions Consultant- En (Laval)
🏢 RBC
📍 Laval