Posted 3 days ago
Financial Planning Software Solutions Consultant
@ Royal Bank of Canada
Toronto, Ontario
Overview
Royal Bank of Canada is hiring a Financial Planning Software Solutions Consultant in its Family Office Services team to support planners and advisors with tools such as Conquest Planning and myGPS. The role covers tool support, QA and UAT testing, coaching, documentation and training, with a salary and full-time 37.5-hour week. Candidates need a CFP-type designation and 3 to 5 years of wealth management experience.
Responsibilities:
- Support RBC sales forces in using financial planning tools
- Conduct QA and UAT testing of tools
- Coach users and create job aids and guides
- Develop and deliver training for the sales force
- Participate in cross-departmental projects
Requirements summary:
- Undergraduate degree, preferably Finance or Wealth Management
- CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation
- 3 to 5 years in financial planning or wealth management
- Knowledge of Conquest and Canadian tax and pension legislation
- Strong communication, analytical and problem-solving skills
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-11-03
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-11-04
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Product management |
| Experience | 3+ years |
| Hours per week | 37.5 |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP, IQPF, QAFP, CLU, RRC, PFP |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Finance, Wealth Management |
| Perks mentioned | Flexible hours, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Royal Bank of Canada
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- LinkedIn followers
- 932,626
- People associated on LinkedIn
- 96,867
- Reported office locations
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Business categories
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Other recorded names
- Royal Bank of Canada
- RBC
- Specialties
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Profile identifies a recruitment agency
- No
- Reported total investment
- 22,251,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Open jobs on Jobsy | 1,096 |
| View page |
Job Description
What is the opportunity?
As a Financial Planning Software Solutions Consultant within the Family Office Services (FOS) team, this role empowers RBC Financial Planners, Investment Advisors, Private Bankers, and PH&N Investment Counsellors by delivering technical expertise for key tools, including Conquest Planning, the proprietary myGPS® platform, and Wealth Planning Calculators. Through centralized support, the position streamlines financial planning workflows, enabling advisors to provide differentiated, data-driven solutions that elevate client experiences. Collaborating with Wealth Management, RBC Personal & Commercial Banking, and cross-functional teams, the role bridges technology and strategic advice to enhance precision, efficiency, and client outcomes.
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 RBC sales forces in using the 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 that are developed internally or acquired from external vendors.
Coaching – Provide ongoing coaching to users directly or by referring them to job aids and other resource material.
Documentation – Create and update job aids, user guides and other resources; assist in ensuring that financial advice and planning tools, reports, questionnaires and marketing materials are updated on a regular basis and develop new documents as required.
Training – Working with Personal and Commercial Banking or Dominion Securities’ Learning Services groups, contribute to the development and updates of training programs and supporting material. Regularly facilitate training sessions for the sales force.
Projects – Participate in various working groups & cross-departmental projects.
What do you need to succeed?
Must-have
Undergraduate education in a related field, preferably Finance or Wealth Management.
CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP designation
Knowledge of financial planning software (Conquest preferred)
Minimum 3 - 5 years of experience in the financial planning / wealth management industry
Knowledge of Canadian taxation and pension legislation
Excellent verbal and written communication and interpersonal skills
Strong research skills, analytical and problem-solving skills with ability to analyze data
Able to manage and prioritize workload with competing deadlines
Able to work independently and collaboratively within a team
Nice-to-have
An interest in working with financial planning tool development
Natural curiosity towards learning and broadening personal knowledge base
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation.
Leaders who support your development through coaching and managing opportunities
Opportunities to take on progressively greater accountabilities
Work in a dynamic, collaborative, progressive, and high-performing team
RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.
Job Skills
Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-OrientedAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-08-12Application Deadline:
2027-01-01Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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