Technology Trainer - Us Wealth Management - Multiple LocationsCome work with us!At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.The Technology Training Consultant 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, Thomson One), Reporting (Addepar, PortfolioView, RBC Dashboard), Mobility (Salesforce, Factset), 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 coaching, and presenting/or supporting at various PCG 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 campaignsWhat do you need to succeed?Must have:A four-year degree or relevant industry experienceThree years of experience in a financial services institutionTwo years of experience in a business or technology training/support roleAbility to travel 30-50% of timeAdvanced proficiency with all Microsoft Office applicationsNice to have:Presentation/Public Speaking experienceDocumentation/Technical Writing experienceSeries 7/66, or ability to obtain within 1 yearWhat'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 accountabilitiesAccess to a variety of job opportunities across businessJob SummaryMinneapolis, Minnesota, United States of AmericaUSA-CO-DENVER, USA-IL-CHICAGO, USA-MN-MINNEAPOLIS, USA-TX-AUSTIN, USA-TX-DALLAS, USA-WA-SEATTLE, USA-WI-MADISON, USA-WI-MILWAUKEEUnited States of America40 hours/weekWealth ManagementRegularSalariedPosted Date: Application Deadline: Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay 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 rbc.com/careers.