Base: not specified; bonus/equity: bonuses include...
Bilingual english and french
Financial planning software expertise
Quality assurance and user acceptance testing
The Bilingual Financial Planning Software Solutions Consultant will support RBC Financial Planners, Investment Advisors, and more across Canada by providing financial advice and planning solutions to differentiate the client experience
Job Summary
The Bilingual Financial Planning Software Solutions Consultant will support RBC Financial Planners, Investment Advisors, and more across Canada by providing financial advice and planning solutions to differentiate the client experience.
This role involves assisting users with financial planning tools, conducting testing, coaching, documentation, training, and participating in cross-departmental projects.
RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for professional development in a dynamic and collaborative team.
Matching Summary
The Bilingual Financial Planning Software Solutions Consultant will support RBC Financial Planners, Investment Advisors, and more across Canada by providing financial advice and planning solutions to differentiate the client experience.
Salary
Base: Not specified; Bonus/Equity: Bonuses included; Benefits: Flexible benefits and competitive compensation
Skills & Requirements
Must-have
Bilingual English and French
Financial planning software expertise
Quality Assurance and User Acceptance Testing
Financial planning tools support
Strong communication and interpersonal skills
Analytical and problem-solving skills
Nice-to-have
Interest in financial planning tool development
Natural curiosity for learning
Collaborative team environment
Key Requirements
Undergraduate education in Finance or Wealth Management
CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designation
3 to 5 years financial planning/wealth management experience
Knowledge of Canadian taxation and pension legislation