Senior Technology Recruiting & Onboarding Consultant
Top Benefits
About the role
Job Description
What is the opportunity?
Join the Technology Training team at RBC WM-U.S. Collaborate as a key partner engaging both Divisional Training Leadership and the Client Strategies Team to align with annual strategic goals, recruiting technology at the national level, and ongoing technology training needs. Partner with Complex/Branch Directors to showcase and demonstrate the power of our technology with potential financial advisor recruits/teams. Assist with closing and supporting the onboarding experience as part of the recruit deal in all divisions. Drive and participate in technology initiatives by providing field training on mature and new/enhanced technology. Work closely with other internal functional areas as a resource to identify coaching needs and deliver appropriate training and resource materials.
What will you do?
- Deliver technology-led, customized demonstrations for national onboarding advisors and team members focusing on core field-facing tools and technologies: Salesforce, AdvisoryLink, Addepar, WMO, etc.
- Learn the business of the new advisor: build a customized training plan to help onboard the financial advisor and team members through in-person and virtual training, coaching and support.
- Work directly with VIP recruits to set up initial technology: Portfolio Advantage advisory models, cell phone set-up, remote access, opening accounts, advisory proposals, Salesforce reporting and custom dashboards, etc.
- Work with key end-clients to ensure they understand how to approve new accounts and interact with our client website.
- Focus on key field behaviors and adoption of the firm’s technology suite to help new advisors and their team(s) maximize field productivity and enhance their profitability.
- Partner with leads in core business areas such as Credit Access Line, Practice Management, Advisory, Recruiting, Portfolio Efficiency Coaching, Operations, to ensure VIP recruit is supported.
- Serve as the point of contact for the Technology Training Managers. Collaborate to assist in field-facing training and messaging.
- Help drive the overall Training department’s plan to meet branch strategic targets, workshops, and other training needs through field event presentations and direct one-on-one training support (e.g., in-person and virtual).
- Deliver virtual and in-person tech demos for prospective advisors and/or teams
What do you need to succeed?
Must-have
-
BA/BS in a related field or equivalent experience with 5+ year’s services and financial industry experience
-
FINRA Series 7 or ability to obtain within six months of start date.
-
3+ years training experience
-
Demonstrated understanding of the financial process/industry
-
Excellent verbal, written, customer service, and presentation skills
-
Strong interpersonal and organizational skills
-
Ability to handle multiple priorities in a fast paced and deadline driven environment
-
Ability and willingness to travel nationally up to 50% of the time to provide onsite coaching and training.
Nice-to-have
- FINRA 66
- Proficiency with Word, PowerPoint, and Excel (formulas, graphs, pivot tables)
- 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
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.
Senior Technology Recruiting & Onboarding Consultant
Top Benefits
About the role
Job Description
What is the opportunity?
Join the Technology Training team at RBC WM-U.S. Collaborate as a key partner engaging both Divisional Training Leadership and the Client Strategies Team to align with annual strategic goals, recruiting technology at the national level, and ongoing technology training needs. Partner with Complex/Branch Directors to showcase and demonstrate the power of our technology with potential financial advisor recruits/teams. Assist with closing and supporting the onboarding experience as part of the recruit deal in all divisions. Drive and participate in technology initiatives by providing field training on mature and new/enhanced technology. Work closely with other internal functional areas as a resource to identify coaching needs and deliver appropriate training and resource materials.
What will you do?
- Deliver technology-led, customized demonstrations for national onboarding advisors and team members focusing on core field-facing tools and technologies: Salesforce, AdvisoryLink, Addepar, WMO, etc.
- Learn the business of the new advisor: build a customized training plan to help onboard the financial advisor and team members through in-person and virtual training, coaching and support.
- Work directly with VIP recruits to set up initial technology: Portfolio Advantage advisory models, cell phone set-up, remote access, opening accounts, advisory proposals, Salesforce reporting and custom dashboards, etc.
- Work with key end-clients to ensure they understand how to approve new accounts and interact with our client website.
- Focus on key field behaviors and adoption of the firm’s technology suite to help new advisors and their team(s) maximize field productivity and enhance their profitability.
- Partner with leads in core business areas such as Credit Access Line, Practice Management, Advisory, Recruiting, Portfolio Efficiency Coaching, Operations, to ensure VIP recruit is supported.
- Serve as the point of contact for the Technology Training Managers. Collaborate to assist in field-facing training and messaging.
- Help drive the overall Training department’s plan to meet branch strategic targets, workshops, and other training needs through field event presentations and direct one-on-one training support (e.g., in-person and virtual).
- Deliver virtual and in-person tech demos for prospective advisors and/or teams
What do you need to succeed?
Must-have
-
BA/BS in a related field or equivalent experience with 5+ year’s services and financial industry experience
-
FINRA Series 7 or ability to obtain within six months of start date.
-
3+ years training experience
-
Demonstrated understanding of the financial process/industry
-
Excellent verbal, written, customer service, and presentation skills
-
Strong interpersonal and organizational skills
-
Ability to handle multiple priorities in a fast paced and deadline driven environment
-
Ability and willingness to travel nationally up to 50% of the time to provide onsite coaching and training.
Nice-to-have
- FINRA 66
- Proficiency with Word, PowerPoint, and Excel (formulas, graphs, pivot tables)
- 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
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.