Full-Time

Hybrid

Senior Technology Training & Onboarding Consultant

RRoyal Bank of Canada 250 Nicollet Mall, Suite 2000, Minneapolis, MNUS$65,000 - US$115,000 per year

Description

Join RBC's Technology Training team within Wealth Management-U.S. to collaborate with leadership and the Client Strategies Team. This role involves aligning with strategic goals, supporting recruiting technology nationally, and addressing ongoing technology training needs. The consultant will partner with Complex/Branch Directors to demonstrate technology to potential financial advisor recruits, assist with onboarding, and drive technology initiatives by providing field training on existing and new technologies. The role also requires working with internal functional areas to identify coaching needs and deliver relevant training materials.

What We're Looking For

Deliver customized technology demonstrations for national onboarding advisors and teams, focusing on tools like Salesforce, AdvisoryLink, Addepar, and WMO. Develop personalized training plans for new advisors, including setting up initial technology for VIP recruits. Ensure end-clients understand new account approvals and client website interaction. Promote adoption of the firm's technology suite to enhance advisor productivity and profitability. Partner with core business areas to support VIP recruits and serve as a point of contact for Technology Training Managers. Collaborate on field-facing training and messaging, contribute to the overall training department's plan through field event presentations and one-on-one support. Conduct virtual and in-person tech demos for prospective advisors/teams.

Ideal Candidate

Bachelor's Degree in a related field or equivalent experience, 5+ years of services and financial industry experience, 3+ years of training experience. FINRA Series 7 or ability to obtain within six months of start date is required. FINRA 66 is a nice-to-have. Demonstrated understanding of the financial process/industry.

Minimum Education

Bachelor's Degree

Hard Skills

Salesforce

AdvisoryLink

Addepar

WMO

MS Office (Word

PowerPoint

Excel - formulas

graphs

pivot tables)

Web-based learning tools

digital collaboration tools

presentation tools

Business Case Design

Client Counseling

Customer Success

Data Gathering Analysis

Decision Making

Group Problem Solving

Solution Evaluation

Storytelling

Time Management

Training Needs Analysis (TNA)

Soft Skills

Excellent verbal skills

excellent written skills

customer service skills

presentation skills

strong interpersonal skills

strong organizational skills

ability to handle multiple priorities

ability to work in a fast-paced environment

deadline driven

Work Hours

40 hours/week

Benefits

Competitive compensation

flexible benefits

401(k) program with company-matching contributions

health insurance

dental insurance

vision insurance

life insurance

disability insurance

paid-time off

leaders who support development

coaching and managing opportunities

dynamic team

collaborative team

progressive team

high-performing team

challenging work

opportunities to build close relationships with clients

Special Commitments

Ability and willingness to travel nationally up to 50% of the time to provide onsite coaching and training.

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.

Purpose-driven

Inclusive

Innovative

Collaborative

Professional

View all jobs at Royal Bank of Canada

Back to Job Board