Financial Planning Software Solutions Specialist

3 weeks ago

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

The Royal Bank of Canada is seeking a skilled Financial Planning Software Solutions Consultant to join our team. This role involves providing financial advice and planning solutions to support RBC Financial Planners, Investment Advisors, and other stakeholders across Canada.

Key Responsibilities
  • Financial Planning Tools Support: Assist various financial planning roles using corporate-approved financial advice and planning tools to respond to client queries, uncover hidden assets, and develop referrals.
  • Testing: Conduct Quality Assurance (QA) and User Acceptance Testing (UAT) of updated or newly created tools developed internally or acquired from external vendors.
  • Coaching: Provide ongoing coaching to users directly or refer them to job aids and other resources.
  • Documentation: Create and update job aids, user guides, and other resources to ensure that financial advice and planning tools, reports, questionnaires, and marketing materials are up-to-date.
  • Training: Collaborate with Learning Services groups to develop and update training programs and supporting material. Deliver training to the sales force as needed.
  • Projects: Participate in various working groups and cross-departmental projects.
Requirements
  • Education: Undergraduate education in a related field, preferably Finance or Wealth Management.
  • Designations: Hold a CFP, IQPF, QAFP, FPI, CLU, RRC, or PFP designation.
  • Technical Skills: Knowledge of financial planning software, preferably Conquest, and minimum 3-5 years of experience in the financial planning/wealth management industry.
  • Soft Skills: Excellent verbal and written communication and interpersonal skills, strong research skills, analytical and problem-solving skills, and ability to manage and prioritize workload with competing deadlines.
What We Offer
  • Total Rewards Program: A comprehensive program including bonuses, flexible benefits, and competitive compensation.
  • Leadership Support: Leaders who support your development through coaching and managing opportunities.
  • Opportunities for Growth: Opportunities to take on progressively greater accountabilities.
  • Collaborative Team Environment: Work in a dynamic, collaborative, progressive, and high-performing team.

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