Manager, Advisor Desktop Experience — Salesforce Growth

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

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.