Continuous Learning and Coaching Specialist, RBC Wealth Management

Continuous Learning and Coaching Specialist, RBC Wealth Management

Continuous Learning and Coaching Specialist, RBC Wealth Management

Job Overview

Location
Toronto, Ontario
Job Type
Full Time Job
Job ID
59348
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
141

Job Description

What is the opportunity?

As a Continuous Learning and Coaching Specialist, Wealth Management Operations, you will act as a key resource partner to support Service Associates and Operations groups throughout their onboarding and continuous learning/upskilling journey.  In this position, you will collaborate with multiple stakeholders across the Wealth Management business (RBC Dominion Securities, RBC PHN Investment Council, etc.) 

 

What will you do?

  • Assess, develop and deliver multiple training curriculums, which enables Operations to better service the front office.
  • Accept and successfully execute in delivering a curriculum designed to transpose knowledge and advance the skill-sets of operations employees.
  • Assist with updating scorecard on knowledge assessments.
  • Enhance partnerships with management to address learning issues, instruction problems, or new educational needs regarding specific employees or operational departments. 
  • Develop educational content and helps prioritize the training roadmap based on demand from operations partners.
  • Support the creation of valuable training programs that include web-based seminars, printed manuals, group sessions, training videos, job aids, process mapping and more. 
  • Keep current on the activities and needs of all operational departments by attending regular meetings to gain learning requirements. 
  • Keep current on any changes impacting operational processes and procedures.
  • Act as an engagement champion for activities that work towards adopting the RBC Collective Ambition values. 

 

What do you need to succeed?

Must-have

  • BBA/BComm/BSc/BA
  • Exceptional relationship management
  • Superior analytical and communication skills
  • Strong creative skills in PowerPoint, Excel, Word and Camtasia
  • Experience using survey platforms such as Tembo Social, Survey Monkey, etc.
  • Experience using LMS systems
  • Prior experience in training and presentation delivery
  • Comfort working independently and adhering to committed deliverables in a fast-paced, dynamic work environment.
  • Strong understanding of the Operations’ value chain, from new client onboarding, through to asset transfer-in, trade execution, fee billing, asset servicing and client reporting.
  • Proven knowledge of Wealth Management Operations’ processes and/or products (New Accounts/Documentation, Account Transfers, Mutual Funds, QI/FATCA, Fees, Corporate Actions, Dividends/Interest processing, Payments, RESP, etc.)
  • Strong foundation in RBC WM’s operational systems, Tradelink, Broadridge BTS, ServiceLink, ClientSource, ClientLink, JEFE, OTIS, OnDemand, Content Manager, Costlink, FundCOM, etc.

 

Nice-to-have

  • Previous experience in performance and operational enablement.
  • Exceptional verbal and written communication skills in French and English 

 

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • 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
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities          
  • Access to a variety of job opportunities across business and geographies

 

 

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

 

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

Job ID: 59348

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