Job Summary

Researches, analyzes, and develops training programs for the organization. Applies complete knowledge, skills, and practices to perform assignments.

Job Description

What is the opportunity?

The Technology Trainer role helps RBC WM Financial Advisors and their teams adopt new technology as well as enhance their existing technology and business processes to increase productivity, efficiency and effectiveness in their overall practice. Primary technologies of focus for the Training Consultant include, but not limited to:  CRM (Salesforce), Trading (BETALink, Tradeweb Direct, Portfolio Solutions, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, Factset, WMO), Account Opening (ClientSource, AOS) and Client Facing (WM Online). The position comprises of one on one coaching calls, WebEx presentations with individuals and groups, travel to PCG offices for training, and presenting/or supporting at various PCG national and Complex events.

What will you do? 

Provide subject matter expertise in a broad range of systems, processes, programs, tools, and productsCoordinate and deliver outbound training classesDevelop and maintain training scripts and materialsTravel to branch offices to provide onsite coaching and trainingProvide training, coaching, and support to the field related to ongoing business and technology initiatives and firm strategiesWork with financial advisors and teams to develop (CRM) service level models to ensure that both appropriate time is spent with each client as well as build in key activity behaviorsAssist financial advisors and teams with the development of investment models and trading in the discretionary trading platformParticipate on cross-functional teams during projects and campaigns    

What do you need to succeed?

Must Have 

2 years minimum working within Banking, specifically Wealth ManagementSIE, Series 7 or abiliity to obtain within 6 months.A four-year degree or relevant industry experienceAbility to travel 30-50% of the timeThree years of experience in a financial services institutionTwo year experience in a business or technology training/support roleAdvanced proficiency with all Microsoft Office applications

Nice to Have

Presentation/Public Speaking experienceDocumentation/Technical Writing experienceSIE/Series 7 or ability to obtain within 1 year

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities   Access to a variety of job opportunities across business

Job Skills

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

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:

2024-11-08

Application Deadline:

2025-01-01

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

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.