Manager, Advisor Desktop Experience

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Manager for the Advisor Desktop Experience. You will leverage your wealth management expertise to improve advisor digital experiences, collaborating across teams and gathering feedback to drive product development. Strong knowledge of Salesforce and retail brokerage is essential. This full-time role offers a dynamic work environment with a comprehensive rewards program.

Benefits

Competitive compensation

Flexible work/life balance

Comprehensive Total Rewards Program

Professional development support

Qualifications

• In-depth knowledge and understanding of the wealth management industry.
• In-branch Retail Brokerage experience with a strong understanding of business applications.
• Digital forward mindset for transforming the digital experience for advisors.
• Hands-on user experience on Salesforce.

Responsibilities

• Work collaboratively with product leads to be the voice of the business.
• Attend conferences and organize branch visits to gather input.
• Capture field feedback and work closely with intake and support.
• Continuously educate the delivery team on processes.
• Collaborate with ADX leaders to ensure alignment with product strategy.

Skills

Agile Product Development

Communication

Customer Service

Customer Success

Decision Making

Group Problem Solving

Leadership

Long Term Planning

Teamwork

Time Management

Tools

Salesforce

Job description

Overview

Wealth Management Canada (WMC) is on a journey to transform the end-to-end Advisor Desktop Experience to enable our teams to focus on what matters most: providing our clients with the AA experience. As part of the end-to-end experience, Salesforce will be the central hub for our Advisors, connecting capability across client servicing, portfolio management, planning, and partnering with other businesses (e.g. DS, PHN, RT, Insurance, Family Office Services).

The platform will deliver a simplified Advisor Desktop Experience powered by intelligence, enabling seamless client service, business growth, and productivity for teams.

As a Manager, Advisor Desktop Experience – you will bring your deep field experience to champion product development in close collaboration with intake, product leads, advisors and associates, boards, technology and other internal teams.

Responsibilities

• Work collaboratively with each product lead to be the voice of the business for each journey in ADX
• Attend conferences, be the first line contact for the field for general inquiries and organize branch visits to continuously gather input as we progress, while updating the field on key functionality released
• Capture field feedback, enhancement requests and insights and work closely with intake and support to tie in requirements and feedback prioritization by providing a business lens to product decision making
• Continuously educate the entire delivery team on the why, while maintaining strong relationships across training, change, IAAB and champions in the field
• Closely collaborate with the ADX leaders to ensure alignment with the overall product strategy and goals to help deliver an elevated client experience

Qualifications

Must-Have

• 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
• Digital forward mindset for transforming the digital experience for advisors and associates
• Hands-on user experience on Salesforce, ideally as an associate

Nice to Have

• Strong public speaker; comfortable and able to clearly facilitate and deliver a message to a group of stakeholders
• RBC Organizational Awareness

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

Agile Product Development, Communication, Customer Service, Customer Success, Decision Making, Group Problem Solving, Leadership, Long Term Planning, Teamwork, Time Management

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: 2025-09-09

Application Deadline: 2025-09-30

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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