Top Benefits
About the role
Job Description
What is the opportunity?
Design, coordinate, and implement RBC Dominion Securities Investment Advisor onboarding experience. Initiatives will center on a cohesive experience for IAs, support staff and clients.
What will you do?
- Contribute to the future growth and success of RBC DS by driving simplification, scaling opportunities, and continually growing partnerships with divisional, branch management, and other senior leaders across business lines to develop, implement and enhance our talent acquisition and effective transition efforts.
- Continually review the onboarding process and enhance the client experience including other RBC DS key initiatives into the onboarding process (ie. online registration, paperless elections, cash program selections, establishing liquidity, and total wealth registration and setup) Including keeping updated on regulatory as well as system changes and requirements
- Partner with field leadership to review and provide ongoing guidance and share previous experiences to support the onboarding experience for IAs, Clients and support staff
- Assist in the onboarding of new Investment Advisors, their support staff and clients working with Branch Management Staff and HR support teams
- Manage onboarding team, including performance management, staffing, etc.
- Coordinate transitions services for new hires with branch management, providing direct transition support and coordinating support with other business groups such as operations and training.
What do you need to succeed?
Must Have
- 4+ years of professional experience within the investment industry
- Deep understanding of the business and foresight to innovate and design the best-in-class onboarding experience.
- Must be comfortable with frequent travelling across the country
- Knowledge and experience with Wealth Management branch management operations, process and systems
- Forward thinker and ability to collaborate and drive progress, results and business goals.
- Proven ability to successfully implement strategic direction and communicate it among constituents
- Strong people management skills with a focus on project management and execution with the ability to lead cross-functional teams to effective solutions and implementations
- Comprehensive understanding of both industry and firm rules and regulations
- Proficient skills in Windows-based software products such as Word, Excel, Outlook, and MS Access.
Nice to Have:
- Degree from an accredited university in Finance, Business, Economics or related experience
- Strong multi-tasking and prioritization skills as transactions are often time critical and require tolerance to work under time pressure
- Knowledge and experience with DS branch management operations, process and systems is an asset
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, flexible benefits and competitive compensation
- 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
- Access to a variety of job opportunities across business and geographies
Job Skills
Creativity, Decision Making, Effectiveness Measurement, Interpersonal Relationship Management, Interview Techniques, Knowledge Organization, Long Term Planning, Performance Management (PM), Recruiting, Team Management
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-24
Application Deadline:
2025-11-07
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
Job Description
What is the opportunity?
Design, coordinate, and implement RBC Dominion Securities Investment Advisor onboarding experience. Initiatives will center on a cohesive experience for IAs, support staff and clients.
What will you do?
- Contribute to the future growth and success of RBC DS by driving simplification, scaling opportunities, and continually growing partnerships with divisional, branch management, and other senior leaders across business lines to develop, implement and enhance our talent acquisition and effective transition efforts.
- Continually review the onboarding process and enhance the client experience including other RBC DS key initiatives into the onboarding process (ie. online registration, paperless elections, cash program selections, establishing liquidity, and total wealth registration and setup) Including keeping updated on regulatory as well as system changes and requirements
- Partner with field leadership to review and provide ongoing guidance and share previous experiences to support the onboarding experience for IAs, Clients and support staff
- Assist in the onboarding of new Investment Advisors, their support staff and clients working with Branch Management Staff and HR support teams
- Manage onboarding team, including performance management, staffing, etc.
- Coordinate transitions services for new hires with branch management, providing direct transition support and coordinating support with other business groups such as operations and training.
What do you need to succeed?
Must Have
- 4+ years of professional experience within the investment industry
- Deep understanding of the business and foresight to innovate and design the best-in-class onboarding experience.
- Must be comfortable with frequent travelling across the country
- Knowledge and experience with Wealth Management branch management operations, process and systems
- Forward thinker and ability to collaborate and drive progress, results and business goals.
- Proven ability to successfully implement strategic direction and communicate it among constituents
- Strong people management skills with a focus on project management and execution with the ability to lead cross-functional teams to effective solutions and implementations
- Comprehensive understanding of both industry and firm rules and regulations
- Proficient skills in Windows-based software products such as Word, Excel, Outlook, and MS Access.
Nice to Have:
- Degree from an accredited university in Finance, Business, Economics or related experience
- Strong multi-tasking and prioritization skills as transactions are often time critical and require tolerance to work under time pressure
- Knowledge and experience with DS branch management operations, process and systems is an asset
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, flexible benefits and competitive compensation
- 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
- Access to a variety of job opportunities across business and geographies
Job Skills
Creativity, Decision Making, Effectiveness Measurement, Interpersonal Relationship Management, Interview Techniques, Knowledge Organization, Long Term Planning, Performance Management (PM), Recruiting, Team Management
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-24
Application Deadline:
2025-11-07
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.