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
About RBC
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/