Financial Planning Software Solutions Consultant

Job Description What is the opportunity? As a Financial Planning Software Solutions Consultant within the Family Office Services (FOS) team, this role empowers RBC Financial Planners, Investment Advisors, Private Bankers, and PH&N Investment Counsellors by delivering technical expertise for key tools, including Conquest Planning, the proprietary myGPS® platform, and Wealth Planning Calculators. Through centralized support, the position streamlines financial planning workflows, enabling advisors to provide differentiated, data-driven solutions that elevate client experiences. Collaborating with Wealth Management, RBC Personal & Commercial Banking, and cross-functional teams, the role bridges technology and strategic advice to enhance precision, efficiency, and client outcomes. 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 RBC sales forces in using the 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 that are developed internally or acquired from external vendors. Coaching – Provide ongoing coaching to users directly or by referring them to job aids and other resource material. Documentation – Create and update job aids, user guides and other resources; assist in ensuring that financial advice and planning tools, reports, questionnaires and marketing materials are updated on a regular basis and develop new documents as required. Training – Working with Personal and Commercial Banking or Dominion Securities’ Learning Services groups, contribute to the development and updates of training programs and supporting material. Regularly facilitate training sessions for the sales force. Projects – Participate in various working groups & cross-departmental projects. What do you need to succeed? Must-have Bilingual (French / English), both oral and written preferred 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 personal knowledge base What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. 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: RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto 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 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

The consultant will provide technical expertise and support for financial planning software tools to RBC advisors while conducting QA/UAT testing for new developments. They are also responsible for creating user documentation, facilitating training sessions, and collaborating on cross-departmental projects.

Candidates must possess an undergraduate degree in Finance or Wealth Management and hold a relevant professional designation such as CFP, IQPF, or PFP. A minimum of 3-5 years of experience in the financial planning industry and knowledge of Canadian tax and pension legislation are required.

• Bonuses • Flexible benefits • Competitive compensation

• Assurance qualitéSouhaitée
• Analyse de donnéesSouhaitée
• Résolution de problèmesSouhaitée
• CommunicationSouhaitée
• Gestion de projetSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial planning
• Wealth management
• Software testing
• Quality assurance
• User acceptance testing
• Coaching
• Technical documentation
• Training facilitation
• Canadian taxation
• Pension legislation
• Data analysis
• Problem-solving
• Communication
• Interpersonal skills
• Project management
• Research

• Finance & Accounting
• Consulting
• Software
• Customer Service & Support
• Management & Leadership

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

11 sept. 2026

Langue de l’offre

anglais

Heures de travail

38 heures par semaine

Niveau d’expérience

Not Applicable