Senior Technology Training & Onboarding Consultant
Description
This role involves joining the Technology Training team at RBC Wealth Management U.S. to bridge the gap between strategic leadership and field execution. The consultant acts as a key partner in recruiting technology at a national level, demonstrating the firm's technological capabilities to potential advisor recruits, and managing the end-to-end onboarding experience. The position focuses on driving adoption of core tools, developing customized training plans, and providing both virtual and in-person coaching to enhance productivity and profitability for new financial advisors and their teams.
What We're Looking For
Deliver customized technology demonstrations for platforms like Salesforce, AdvisoryLink, and Addepar,Create and execute personalized training plans for new financial advisors and team members,Provide technical setup support for VIP recruits, including portfolio models and remote access,Collaborate with internal business leads (Credit, Operations, Practice Management) to support recruits,Assist in field-facing training messaging and present at workshops or field events,Willingness to travel nationally up to 50% of the time for onsite coaching
Ideal Candidate
FINRA Series 7 license (or ability to obtain within six months of hire),FINRA Series 66 (Nice-to-have),Experience working with Wealth Management product platforms,Advanced presentation and digital collaboration skills
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
40 hours/week
Benefits
Special Commitments
Must be willing to travel nationally up to 50% of the time
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.