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Financial Planning Software Solutions Expert

2 months ago


Toronto, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a key member of the Family Office Services (FOS) team at Royal Bank of Canada, this position plays a vital role in supporting the entire RBC sales force in Canada. The successful candidate will work closely with Investment Advisors, Associates, Financial Planners, Investment & Retirement Planners, Private Bankers, and PH&N Investment Co. to provide expert financial planning and software solutions.

Key Responsibilities
  • Collaborate with the FOS team to develop and implement financial planning strategies that meet the needs of RBC clients.
  • Provide technical expertise in financial planning software solutions to support the RBC sales force.
  • Work closely with cross-functional teams to ensure seamless integration of financial planning solutions with other RBC products and services.
  • Stay up-to-date with industry trends and developments in financial planning and technology to ensure the FOS team is equipped with the latest knowledge and skills.
Requirements
  • Strong understanding of financial planning principles and practices.
  • Excellent technical skills in financial planning software solutions.
  • Ability to work collaboratively with cross-functional teams.
  • Strong communication and interpersonal skills.