Business Application Specialist- EN

RBC Dominion Securities; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution seeks a Business Application Specialist to enhance the efficiency of its branch teams. This role involves training staff on key business applications and optimizing processes within the wealth management sector. Ideal candidates will be bilingual and possess strong interpersonal skills, along with an in-depth understanding of the wealth management industry. If you're ready to make an impact in a dynamic environment, apply now.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Qualifications

• Experience in wealth management and retail brokerage.
• Ability to train and coach others on business applications.
• Comfortable learning new software and multitasking.

Responsibilities

• Provide training sessions in-person and virtually.
• Support branch teams with application-based training.
• Deliver presentations and updates for branch initiatives.

Skills

Interpersonal Skills

Bilingualism

Adaptability

Education

Canadian Securities Course (CSC)

Job description

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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.

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 building close relationships with clients
  
  

Job Skills

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:

2025-04-29

Application Deadline:

2025-06-12

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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Engineering and Information Technology

• Industries

  Banking and Financial Services

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