Job Summary
Job Description
What is the opportunity?
As a Team Practice & Efficiency Consultant you will guide and coach competitively hired advisor teams to deliver a seamless transition and customized experience. you will be responsible for creating and delivering the Process Optimization offering to Investment Advisor teams. You will be the 'go-to' person that supports the teams by conducting regular check-ins, providing timely solutions, and ensuring the team is set up for future success. You will help teams implement consistent and repeatable client processes by customizing best practices and utilizing the available Applications to create efficiencies.
The senior facilitator supports both our competitive hire and process optimization teams.
What will you do?
Develop an understanding of Investment Advisors (IA) business and technology objectives
Analyze IA team objectives, assess potential options and present insightful recommendations
Engage in Application training and coaching for IA teams and provide check-ins to ensure recommendations are understood and accomplished with a high degree of success
Provide superior client experience and build positive relationships with IA teams and Branches
Identify and build awareness of best practices through weekly conference calls, email updates, monthly coaching calls and quarterly conferences
Develop skills through training courses, self-learning, and daily interaction with IA teams
Facilitate training and connect Competitive Hire teams with Subject Matter Experts
Continuously improve & streamline processes, reports, content, programs, and templates within the Senior Application Consultant team
Conduct both virtual and in-person sessions
What do you need to succeed?
Must Have
Experience working with Investment Advisors/ Advisor teams.
Expert understanding of Wealth Management Canada business and culture
Experience with Wealth Management Canada applications
Superior written and verbal communication skills
Strong commitment to client service excellence
High level of time management and organization skills
Nice to have
Canadian Securities Course and/or Wealth Management Essentials
Previous Coaching experience
Previous Leadership experience
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 applicable
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
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Job Skills
Adult Learning Theory, Communication, Curriculum Development, Detail-Oriented, Knowledge Organization, Large Group Presentations, Multi-Level Communication, T&D: Trends and Directions, Training Delivery, Training EvaluationsAdditional Job Details
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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.
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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