Royal Bank of Canada·1 month ago
1 month ago
Financial Planning Software Solutions Consultant
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About this role
Join our team as a Financial Planning Software Solutions Consultant, supporting RBC Financial Planners and advisors with technical expertise in Conquest Planning and myGPS®. Drive workflow streamlining and deliver data-driven solutions. Ideal for candidates with experience in financial planning software and strong communication skills.
Skills
- financial planning software
- conquest planning
- financial planning tools
- cfp
- iqpf
- qafp
- clu
- rrc
- pfp
- mygps
- wealth planning calculators
- quality assurance testing
- canadian taxation
- pension legislation
- coaching
- training development
- data analysis
- investment management
- cash management
- client counseling
- investment risk management
- customer service
- interpersonal relationship management
- decision making
Company
Royal Bank of Canada
Toronto, Canada
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