Join RBC as a Bilingual Financial Planning Software Solutions Consultant to drive client success by configuring and implementing cutting-edge financial planning tools. You will leverage your dual expertise in finance and technology to deliver personalized solutions to advisors and investors across Canada.

About the Role As a Bilingual Financial Planning Software Solutions Consultant at RBC, you will be the trusted advisor to clients and internal teams, bridging the gap between financial planning expertise and software technology. You will lead discovery sessions, configure RBC's financial planning tools, and deliver tailored solutions that empower clients to achieve their financial goals. This role requires both deep financial knowledge and the ability to translate complex requirements into actionable software configurations.

Key Responsibilities

• Client Consultation: Conduct needs assessments with financial advisors and institutional clients to understand their planning workflows and pain points.
• Solution Design: Configure and customize financial planning software modules, including scenario modeling, retirement projections, and tax optimization calculators.
• Implementation & Training: Manage end-to-end onboarding of clients onto RBC’s planning platforms, including data migration, system integration testing, and user training sessions (in English and French).
• Technical Troubleshooting: Diagnose software issues, coordinate with development teams for bug fixes, and provide Tier 2 support to clients.
• Continuous Improvement: Stay abreast of regulatory changes (e.g., tax laws, retirement rules) and update software logic accordingly. Propose enhancements to product roadmaps.
• Documentation: Maintain detailed configuration guides, user manuals, and SOPs for all deployed solutions.

What We Offer

• Opportunity to work with cutting-edge financial planning technology at one of Canada’s largest banks.
• A hybrid work model with the flexibility to work from home and our downtown Montréal office.
• Exposure to a diverse portfolio of clients across wealth management, retail banking, and institutional segments.
• Career growth path toward senior consulting or product management roles within RBC’s technology division.

• Bilingual Proficiency: Fluency in both English and French (written and spoken) is mandatory. You will communicate daily with clients in both languages.
• Financial Planning Knowledge: At least 3 years of experience in financial planning, wealth management, or a related field. Familiarity with concepts like cash flow analysis, risk management, estate planning, and retirement projections.
• Technical Aptitude: Experience working with financial planning software (e.g., NaviPlan, MoneyGuidePro, or similar). Ability to understand database structures and configure rule-based logic.
• Consulting Skills: Proven track record of managing client relationships, gathering requirements, and delivering training sessions to non-technical audiences.
• Educational Background: Bachelor’s degree in Finance, Business, Computer Science, or a related field. Certified Financial Planner (CFP) or similar designation is a strong asset.
• Soft Skills: Excellent problem-solving abilities, attention to detail, and a collaborative mindset. Comfortable working in a fast-paced environment with multiple priorities.
• Legal Eligibility: Must be legally eligible to work in Canada and reside in the Greater Montréal area for occasional office visits.

• Comprehensive Health & Wellness: Access to medical, dental, and vision coverage, plus a health spending account and employee assistance program.
• Financial Rewards: Competitive base salary, performance bonuses, and a generous pension plan with company matching.
• Work-Life Balance: Flexible work arrangements and ample paid time off, including vacation, personal days, and statutory holidays.
• Professional Development: Continuous learning opportunities through RBC’s in-house training platforms and tuition reimbursement for relevant certifications.
• Exclusive Perks: Employee banking packages with fee waivers, discounted insurance, and access to RBC’s employee share purchase plan.
• Inclusive Culture: A collaborative and diverse work environment with active employee resource groups and community volunteer programs.