2 months ago
Toronto, CanadaMid Level / Senior
Responsibilities
- Support RBC financial planners, investment advisors, private bankers, and investment counsellors in using approved financial planning and advice tools.
- Conduct quality assurance and user acceptance testing for internally developed or vendor-provided tools.
- Coach users and direct them to job aids and other resource materials.
- Create and maintain job aids, user guides, reports, questionnaires, and related planning-tool documentation.
- Contribute to training-program development and facilitate training sessions for sales teams.
- Participate in working groups and cross-departmental projects.
Requirements
- Bilingual French and English communication skills are preferred.
- Undergraduate education in a related field, preferably finance or wealth management.
- A relevant designation such as CFP, IQPF, QAFP, F. PI., CLU, RRC, or PFP.
- Knowledge of financial planning software, preferably Conquest.
- 3–5 years of experience in the financial planning or wealth-management industry.
- Knowledge of Canadian taxation and pension legislation.
- Strong verbal and written communication, interpersonal, research, analytical, and problem-solving skills.
- Ability to manage competing deadlines and work independently and collaboratively.
- Interest in financial planning tool development is considered an asset.
Benefits
- Comprehensive total rewards program including bonuses, flexible benefits, and competitive compensation.
- Development support through coaching and management opportunities.
- Opportunities to take on progressively greater accountabilities.
- Dynamic, collaborative, progressive, and high-performing team environment.
- Full-time, regular salaried position based in Toronto, Canada, with 37.5 work hours per week.
- Applications are accepted until October 30, 2026, for consideration for future vacancies.
Categories
Solutions Engineering
About RBC
Royal Bank of Canada (RBC) provides personal and commercial banking, payments, mortgages, investing, wealth management, insurance, and capital markets services to consumers, businesses, and institutions. The public company, headquartered in Toronto and founded in 1864, serves more than 17 million clients across Canada, the U.S., and other global markets. Revenue comes from interest income, fees, advisory, and trading across its diversified financial services businesses, and it is Canada’s largest bank by market capitalization.