Business Application Specialist

RBC; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Business Application Specialist to enhance training and development within their Wealth Management division. This role is pivotal in delivering application-based training and support to branch teams, ensuring they have the tools needed to excel. You'll engage with a diverse team, fostering relationships and sharing best practices to drive efficiency. With opportunities to grow and make a significant impact, this position promises a dynamic and collaborative work environment where your contributions will be valued. Join a forward-thinking organization dedicated to client success and community prosperity.

Benefits

Competitive compensation

Flexible benefits

Coaching and development opportunities

Dynamic and collaborative team environment

Opportunities to build client relationships

Qualifications

• Must be bilingual in English and French to serve clients effectively.
• In-depth understanding of the wealth management industry is essential.

Responsibilities

• Conduct one-on-one and team training sessions in-person and virtually.
• Guide learners on using business applications effectively.

Skills

Bilingualism (English and French)

In-depth knowledge of wealth management

Retail Brokerage experience

Learning new software

Inter-personal skills

Public speaking

Education

Canadian Securities Course (CSC)

Conducts and Practices Handbook (CPH)

Tools

WebEx

Job description

Job Summary

Job Description

What is the Opportunity?
RBC Wealth Management Canada is looking for a Business Application Specialist (BAS) to join the Training & Development department. The ideal candidate will play a key role in providing one-on-one and team training to RBC Dominion Securities and RBC Phillips, Hager and North branch teams. In helping them perform at their best, you will be essential in delivering application-based training, sharing best practices and consistently supporting them with the tools and resources needed to increase efficiency and identify opportunities.
Alongside a diverse, nation-wide team, you will have the opportunity to build trust and rapport with branch teams across all of RBC Wealth Management Canada via training sessions, to help position Training & Development as a reliable partner to the field.

What will you do?

• Provide one-on-one and team training sessions in-person and virtually via the WebEx conferencing system.
• Train and coach learners on relevant tasks and business applications related to Account Administration, Portfolio Management, Trading, Client Relationship Management, Wealth Management and Business Development.
• Be a Subject Matter Expert in guiding learners on how to use business applications to the best of their ability.
• Spot opportunities and facilitate the sharing of best practices to help branch teams increase efficiency and scale their business.
• Learn new applications along with their business relevance, strategy and benefits.
• Provide support for any future technology changes or releases as they occur.
• Deliver presentations to provide timely updates and support branch initiatives.
• Participate in various ‘special team’ initiatives or projects as they occur.

What do you need to succeed?
Must Have

• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
• In-depth knowledge and understanding of the wealth management industry.
• In-branch Retail Brokerage experience with a strong understanding of business applications, processes, and tasks.
• Aptitude toward learning new software, ability to multitask and ability to demonstrate and present essential information in a concise way.
• Above average inter-personal skills, including the entrepreneurial perspectives of Investment Advisors and Investment Counsellors.
• Able to work from your home office, which is compliant with home office standards; and, able to travel locally and across Canada when required.

Nice to Have

• Strong public speaker; comfortable and able to clearly facilitate and deliver a message to a moderate sized group of peers.
• Experience in a training or coaching capacity, along with a consulting and problem-solving skill set.
• Successful completion of the Canadian Securities Course (CSC) and Conducts and Practices Handbook (CPH).

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 which include competitive compensation and flexible benefits.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

Job Skills

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

Additional Job Details

Address: 1 PLACE VILLE MARIE: MONTRÉAL

City: MONTRÉAL

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-01-10

Application Deadline: 2025-03-24

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 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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