Job Description

Job Summary

Job Description

What is the opportunity?

Join the Technology Training team at RBC WM-U.S. Drive overall technology engagement and adoption for the private client group field audience and deliver customized technology-led consulting and coaching for key advisors and their teams. This position will require flexibility in being able to

adapt to multiple strategic initiatives and growth; support developing and mature best-in-class technology; and deliver the effective implementation for the scope and scale of the consulting role. Be responsible for supporting and collaborating with Technology training, divisional leadership, and other key business partners to align and deliver on training strategies and plans to meet

complex/branch level needs; help mitigate business and technology disruptions; and implement solutions for improvement. Create and share a culture of learning and insight to keep current advisors/team(s) invested.

What will you do?

• Conduct initial and ongoing coaching conversation to identify a holistic understanding and impact of the advisor/team(s) professional goals in regards to how they correlate with technical solutions
• Assist advisors and their teams to effectively manage client and prospect relationships leveraging technology while coaching through gaps in technical skills
• Improve overall productivity, working knowledge, and team(s) confidence across several technical areas and applications that allow advisors/teams(s) to learn at the same pace of new, emerging technology
• Establish, introduce and formalize business-specific metrics and reporting in order to measure the technology-led consulting success in collaboration with Training managers
• Manage and navigate feedback on recommended changes to the consulting services and/or projects given by internal business partners, technology training team and complex/branch leadership
• Ensure advisors and their team members understand and can leverage all available advisor-facing technology to the benefit of their business model and boost the advisor/team’s competitive edge in the process
• Drive and deliver continuous emphasis on prioritizing learning, engagement, and adoption across all complex/branch field members in partnership with other training partners through messaging, national and target training, and branch visits
• When engaged, assist with the onboarding of new trainers; provide ongoing field event presentations and support (e.g. CA Symposiums, complex meetings, etc.); and deliver outbound training.
• Support TEA and BTI management in field relationship management; act as a facilitator and collaborator with divisional trainers, TEC consultants, and other internal business partners.
• Maintain a strong understanding of key strategic initiatives and provide updates to training team leadership and ensure inter-team communication.
• Participate in both external and internal RBC delivered coaching programs, including Program: CONNECT: The Neuroscience of Quality Coaching Conversations | Learning (myworkday.com)

What do you need to succeed?

Must-have

• BA/BS in a related field or equivalent experience with 7+ year’s services and financial industry experience
• Demonstrated understanding of the financial process/industry
• 3+ years training experience
• Excellent verbal, written, customer service, and presentation skills
• Strong interpersonal and organizational skills
• Demonstrated success in leading and coaching individuals and teams across a variety of integrated applications
• Ability to handle multiple priorities in a fast paced and deadline driven environment
• FINRA SIE/Series 7
• Ability and willingness to travel up to 30% - 50% of the time to provide onsite coaching and training

Nice-to-have

• Experience working in a WM-U.S. branch
• Knowledge of wealth management product platforms
• Experience working with multiple Wealth Management, US Business and technology channels
• Advanced technology and presentation skills: MS Office, Web-based learning tools, digital collaboration and presentation tools

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $65,000-$115,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Business Case Design, Client Counseling, Customer Success, Data Gathering Analysis, Decision Making, Group Problem Solving, Solution Evaluation, Storytelling, Time Management, Training Needs Analysis (TNA)

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-20

Application Deadline:

2025-08-01

Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Job Tags

Full time, Flexible hours,

Similar Jobs