This role empowers RBC Financial Planners and advisors by delivering technical expertise for key financial planning tools to streamline workflows and elevate client experiences
Job Summary
This role empowers RBC Financial Planners and advisors by delivering technical expertise for key financial planning tools to streamline workflows and elevate client experiences.
The position involves supporting sales forces, conducting testing, coaching users, creating documentation, facilitating training sessions, and participating in cross-departmental projects.
RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for professional development within a dynamic and collaborative team.
Matching Summary
This role empowers RBC Financial Planners and advisors by delivering technical expertise for key financial planning tools to streamline workflows and elevate client experiences.
Salary
Base: $55,000.00 - $90,000.00; Bonus/Equity: Discretionary variable compensation program; Benefits: Flexible benefits and comprehensive Total Rewards Program
Skills & Requirements
Must-have
Financial planning software expertise
Bilingual French and English communication
Quality Assurance and User Acceptance Testing
Financial planning tools support
Training and coaching users
Knowledge of Canadian taxation and pension legislation
Nice-to-have
Interest in financial planning tool development
Strong research and analytical skills
Collaborative team player
Curiosity for learning and knowledge broadening
Key Requirements
Undergraduate education in Finance or Wealth Management
CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designation
3 to 5 years experience in financial planning or wealth management