Become a vital part of RBC as a Bilingual Financial Planning Software Solutions Consultant in Montréal. You will support financial planning teams, ensuring seamless client service delivery.
In this key role within the Family Office Services team, you will engage with various departments to offer top-notch planning solutions and foster a collaborative work environment. You'll focus on coaching, user testing, and document creation for improved client interactions and outcomes.
Key Responsibilities:
- Assist planners in utilizing financial planning tools
- Conduct User Acceptance Testing and Quality Assurance
- Develop and update training documents and job aids
- Train users on effective tool integration
- Collaborate on projects across different departments
Requirements:
- Bilingual in English and French
- Relevant undergraduate degree required
- Minimum 3-5 years in the financial planning sector
- Understanding of the Conquest software
- Excellent teamwork and problem-solving skills
Utilize your expertise to facilitate superior financial planning and client satisfaction as part of RBC's dedicated team.
Montréal Bilingual Financial Solutions Consultant employer: RBC Dominion Securities Inc.
RBC Dominion Securities is an exceptional employer that fosters a collaborative and supportive culture, empowering employees to thrive in their roles as Associate Advisors. Located in Moncton, you will benefit from a comprehensive Total Rewards Program, ongoing professional growth opportunities, and the chance to work with a dynamic team dedicated to delivering trusted financial advice. Join us to make a meaningful impact on clients and communities while advancing your career in a top-ranked investment firm.
Contact Details:
RBC Dominion Securities Inc. Recruitment Team
