Financial Planning Software Solutions Consultant

Overview

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.

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,...