What are the responsibilities and job description for the Technology Applications Trainer position at Royal Bank of Canada>?
Job Summary
Job Description
What is the opportunity?
The Technology Trainer 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, Leotrade, Tradeweb Direct, Portfolio Solutions, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, Factset, WMO), Account Opening (ClientSource, AOS) and Client Facing (WM Online). The position comprises of one on one coaching calls, WebEx presentations with individuals and groups, 50% travel to PCG offices for training, and presenting / or supporting at various PCG national and Complex events.
What will you do?
- Provide subject matter expertise in a broad range of systems, processes, programs, tools, and products
- Coordinate and deliver outbound training classes
- Develop and maintain training scripts and materials
- Travel 50% to branch offices to provide onsite coaching and training
- Provide training, coaching, and support to the field related to ongoing business and technology initiatives and firm strategies
- Work 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 behaviors
- Assist financial advisors and teams with the development of investment models and trading in the discretionary trading platform
- Participate on cross-functional teams during projects and campaigns
What do you need to succeed?
Must Have
Nice to Have
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.
The good-faith expected salary range for the above position in NJ is $50,000 - $85,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
The good-faith expected salary range for the above position in MN is $50,000 - $85,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
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 :
LI-POST
LI-Hybrid
Job Skills
Business Case Design, Client Counseling, Customer Success, Data Gathering Analysis, Decision Making, Group Problem Solving, Storytelling, Time Management, Training Needs Analysis (TNA), Vendor Evaluations
Additional Job Details
Address :
250 NICOLLET MALL : MINNEAPOLIS
City : Minneapolis
Country :
United States of America
Work hours / week : Employment Type :
Full time
Platform : WEALTH MANAGEMENT
Job Type : Regular
Pay Type : Salaried
Posted Date : 2024-11-08
Application Deadline :
2025-03-28
Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above
I nclusion 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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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 jobs.rbc.com .
Salary : $50,000 - $85,000
