Royal Bank of Canada situated in RBC CENTRE, 155 WELLINGTON ST W:TORONTO is seeking applications for the job position of Financial Planning Software Solutions Consultant who are enthusiastic and possess excellent interpersonal skills. The selected applicant must join and assume their responsibilities at the earliest. The employer is offering a full-time position.

Employer Name : Royal Bank of Canada
Position : Financial Planning Software Solutions Consultant
Salary : CA$100,000 per year
Work hours/week : 37.5
Employment type : Full-time
Location : RBC CENTRE, 155 WELLINGTON ST W:TORONTO

- The candidate will be responsible for assisting various RBC sales forces in using corporate-approved financial advice and planning tools to respond to client queries, uncover hidden assets, retain business, and develop referrals.
- The candidate must conduct Quality Assurance (QA) and User Acceptance Testing (UAT) of updated or newly created tools developed internally or acquired from external vendors.
- The candidate must provide ongoing coaching to users directly or by referring them to job aids and other resource materials.
- The candidate must create and update job aids, user guides, and other resources, and ensure financial planning tools, reports, questionnaires, and marketing materials are regularly updated.
- The candidate must work with Personal and Commercial Banking or Dominion Securities’ Learning Services groups to develop and update training programs and supporting materials, and facilitate training sessions for the sales force.
- The candidate must participate in various working groups and cross-departmental projects.

Job Requirements





- The candidate will be required to handle both oral and written communication in French and English.
- The candidate will be required to hold a degree in a related discipline such as Finance or Wealth Management.
- The candidate must hold one of the following designations: CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP.
- The candidate must have strong knowledge of financial planning software, with Conquest preferred.
- The candidate must have a minimum of 3 to 5 years of experience in the financial planning or wealth management industry.
- The candidate must have knowledge of Canadian taxation and pension legislation.
- The candidate must have excellent verbal and written communication skills along with strong interpersonal abilities.
- The candidate must have strong research, analytical, and problem-solving skills with the ability to analyze data.
- The candidate must be able to manage and prioritize workload while handling competing deadlines.
- The candidate must be able to work independently as well as collaboratively within a team.
- The candidate must have a strong interest in financial planning tool development.
- The candidate must have a natural curiosity for learning and expanding their knowledge.
- The candidate will receive a comprehensive Total Rewards Program that includes competitive compensation, bonuses, and flexible benefits.
- The candidate will receive support from leaders who provide coaching and manage development opportunities.
- The candidate will have opportunities to take on increasing levels of responsibility over time.
- The candidate will work as part of a dynamic, cooperative, and high-performing team.

#J-18808-Ljbffr

📌 Financial Planning Software Solutions Consultant (Toronto)
🏢 Royal Bank of Canada
📍 Toronto