Senior Process Consultant - Wealth Mgmt Foundations Coach

RBC; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Senior Process Consultant to deliver and build process optimization solutions for Investment Advisor teams. The role involves coaching, client engagement, and continuous process improvement to enhance advisor success. Ideal candidates have a strong understanding of the business model, relevant applications, and excellent communication skills.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Leadership development opportunities

Dynamic team environment

Qualifications

• Expert understanding of the Dominion Securities business and culture.
• Experience with Dominion Securities applications.
• Superior written and verbal communication skills in English.

Responsibilities

• Deliver the Process Optimization offering for Dominion Securities.
• Build the Process Foundations offering for new advisors.
• Analyze IC team objectives and present insightful recommendations.
• Engage in coaching for IA teams and ensure high success rates.

Skills

Expert understanding of Dominion Securities business and culture

Experience with DS applications

Superior written and verbal communication skills in English

Strong commitment to client service excellence

High level of time management and organization skills

Education

Canadian Securities Course and/or Wealth Management Essentials course

Tools

Adult Learning Theory

Training Delivery

Job description

A leading financial institution in Toronto is seeking a Senior Process Consultant to deliver and build process optimization solutions for Investment Advisor teams. The role involves coaching, client engagement, and continuous process improvement to enhance advisor success. Ideal candidates have a strong understanding of the business model, relevant applications, and excellent communication skills.