Business Application Specialist

Job Description

What is the Opportunity?

RBC Wealth Management Canada is looking for a Business Application Specialist (BAS) to join the Training & Development department. The ideal candidate will play a key role in providing one-on-one and team training to RBC Dominion Securities branch teams. In helping them perform at their best, you will be essential in delivering application-based training, sharing best practices and consistently supporting them with the tools and resources needed to increase efficiency and identify opportunities.

Alongside a diverse, nation-wide team, you will have the opportunity to build trust and rapport with branch teams across RBC Wealth Management Canada via training sessions, to help position Training & Development as a reliable partner to the field.

What will you do?

• Deliver personalized technology training and coaching in-person and virtually to an assigned portfolio of branches for account administration, portfolio management, trading, client relationship management, wealth management, and business development.
• Conduct effective discovery to understand Advisor/Management team’s needs, challenges and workflows , and adoption gaps where technology can improve efficiency and client outcomes.
• Handle questions, objections, and challenges through effective problem-solving and application expertise, reinforcing best practices and correct system usage.
• Proactively offer tailored training recommendations based on available training & adoption data and specific areas of branch focus aligned to branch priorities and business goals.
• Encourage adoption of new tools and processes, supporting the firm in realizing long-term value and a strong return on technology investments.
• Deliver monthly thought-leadership branch presentations both in-person and virtually, showcasing applications processes and features to help IC teams realize key benefits for business success.

What do you need to succeed?

Must Have

• In-depth knowledge and understanding of the wealth management industry.
• In-branch experience with a strong understanding of business applications, processes, and tasks.
• Aptitude toward learning new software, ability to multitask and ability to demonstrate and present essential information in a concise way.
• Above average inter-personal skills, including the entrepreneurial perspectives of Investment Advisors.

Nice to Have

• Strong public speaker; comfortable and able to clearly facilitate and deliver a message to a moderate sized group of peers.
• Experience in a training or coaching capacity, along with a consulting and problem-solving skill set.

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 which include competitive compensation and flexible benefits
• 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 building close relationships with clients

Job Skills

Additional Job Details

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Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

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