Associate Director, Client Onboarding Solutions

RBC; Toronto; On-site; CAD 125,000 - 150,000; Full time

Job summary

A leading financial institution in Canada is seeking a professional to enhance the client onboarding experience. This role involves driving strategic change, utilizing data analytics for insights, and leading continuous improvement of processes. The ideal candidate will have exceptional client focus and stakeholder engagement skills along with the ability to implement innovative solutions. This position offers a competitive total rewards program and opportunities for professional development in a supportive environment.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Opportunities for career advancement

Qualifications

• Proven experience driving innovation & strategic change using AI and business process optimization.
• Experience using data analytics to drive complex change.
• Exceptional client focus & stakeholder engagement.

Responsibilities

• Deliver a client-centric approach to improve client onboarding solutions.
• Conduct in-depth data analytics to deliver meaningful insights.
• Own and lead continuous improvement of onboarding processes.

Skills

Adaptability

Analytical Analysis

Continuous Improvement

Decision Making

Team Management

Job description

Job Description

With the vision to deliver an undisputed, frictionless, end-to-end client onboarding experience for new and existing RBCIS Clients, this role is responsible for driving significant change and continuous improvement in the client onboarding lifecycle. Leads the implementation of tactical and strategic solutions across the client onboarding lifecycle, including digitization, standardization, simplification and more. Using data, analytics and insights, this role will tackle complex problem solving and define the client onboarding roadmap to deliver on business objectives and client needs, while translating business priorities into actionable plans and measurable outcomes. Collaborates with stakeholders, such as business development, relationship management, client solutions, technology, operations, risk, and others, to ensure we deliver a cohesive onboarding experience to our clients.

What will you do?

• Deliver a client centric approach in all aspects of analyzing, planning and delivery of client onboarding solutions, ultimately resulting in a significantly improved end-to-end RBCIS client experience
• Conduct in depth data analytics to deliver meaningful insights and drive improved decision making
• Own and lead continuous improvement of client onboarding processes through technology, AI / automation, simplification, process optimization, reduction of manual effort & rework, reduction of errors, and streamlining, while driving standardization and consistency
• Simplify and digitize client information gathering/sharing (e.g., forms, templates, file sharing repository), ensuring an improved client experience across the end-to-end client journey
• Drive a risk mindset through implementation of sound, repeatable processes with effective controls in place
• Foster a client centric culture by acting upon client feedback and having a thorough understanding of client needs
• Create and manage internal feedback loop to enable ongoing continuous improvement
• Act as a trusted advisor and collaborator on client onboarding processes, ensuring that industry standards are met

What do you need to succeed?

Must haves

• Proven experience driving innovation & strategic change using AI, business process optimization and other levers
• Strategic thinking & complex problem solving
• Proven experience using data analytics, insights & metrics to drive complex change
• Exceptional client focus & stakeholder engagement
• Proven leadership and interpersonal skills, with ability to challenge the status quo
• Industry knowledge, including RBC Investor Services products & services

Nice-to-have

• Product owner experience
• Lean Six Sigma Certification
• PMP® Certification
• Change Management Certification

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.

Job Skills

Adaptability, Analytical Analysis, Budgeting, Business Oriented, Continuous Improvement, Decision Making, Long Term Planning, Resource Management, Results-Oriented, Team Management, Time Management, Waterfall Model

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: 2025-11-28

Application Deadline: 2025-12-15

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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