Advisor Transition Specialist

Job title:

Advisor Transition Specialist

Company

Royal Bank of Canada

Job description

Job Summary

Job Description

What is the opportunity?

As a Competitive Hire Specialist, you will be responsible for supporting Competitive Hire teams to deliver a seamless transition experience. You will be the ‘go-to’ person that supports the Competitive Hire support team through their post account opening steps, including servicing the client and play a key role in the training of new associates.

This is a hybrid role that will consist of working 2 days in branch with teams located in your area and 3 days virtual, supporting teams located outside of your local urban area

What will you do?

Provide training for Post Account Opening steps (examples include: Book Cost updates, Online Setup, Householding)

Engage in Application training for teams

Provide “Just-in-Time” training for reactive client requests (examples include: EFT requests, Registered Account Contributions/Withdrawals, Reporting)

Complete reporting to track progress of onboards

Liaising with internal departments to ensure post account opening tasks are completed

Act as general resource on procedures and policies

Completing feedback entry as needed

What do you need to succeed?

Must Have

Understanding of Wealth Management Canada business and culture

Experience with Wealth Management Canada applications

Wealth Management Canada administrative experience

Experience providing training

Nice to Have

Superior written and verbal communication skills

High level of time management and organization skills

Strong commitment to client service excellence

Ability to adapt quickly to changing needs and work requirements

A demonstrated, reliable work ethic with the ability to manage multiple competing priorities

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

The expected salary range for the above position is $70,000 – $80,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Work in a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

Job Skills Adult Learning Theory, Communication, Curriculum Development, Detail-Oriented, Knowledge Organization, Multi-Level Communication, Presentations, T&D: Trends and Directions, Training Delivery, Training Evaluations

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-02-20

Application Deadline: 2024-03-23

Inclusion and Equal Opportunity Employment

At 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.

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Expected salary

$70000 – 80000 per year

Location

Toronto, ON

Job date

Wed, 21 Feb 2024 23:18:35 GMT

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