Elevate client experiences as a Bilingual Financial Planning Software Solutions Consultant at RBC in Montréal. Utilize financial tools and expertise to support planners and advisors across Canada.
This full-time role requires collaboration within the Family Office Services team. Use your skills in financial planning, coaching, and documentation to assist financial planners effectively. You’ll be the technical expert driving the successful use of innovative planning software and training programs for RBC professionals.
Key Responsibilities:
• Provide support for financial planning tools
• Conduct Quality Assurance and User Acceptance Testing
• Offer coaching and resources to users
• Create and update documentation for planning tools
• Participate in cross-departmental projects
Requirements:
• Bilingual in English and French
• Minimum 3-5 years’ experience in finance
• CFP or equivalent financial certification
• Knowledge of Conquest and financial plan...