Bilingual Financial Planning Software Solutions Consultant
RBC — MONTRÉAL, Quebec, Canada
Posted 2026-08-12
Job Description What is the opportunity? 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 within the Family Office Services (FOS) team involves close collaboration with various departments, including Wealth Management and RBC Personal & Commercial Banking. The Consultant will be the technical expert for Conquest Planning, our internally developed myGPS®, and Wealth Planning Calculators. Please note that this is a financial planning consultant role with a software development focus, not a technology support position. What will you do? Financial Planning Tools Support – Assist the various financial planning roles using corporate-approved financial advice and planning tools to respond to client queries, uncover hidden assets, retain business, 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 t