Technology Applications Trainer

RBC; San Francisco (CA); On-site; USD 65,000 - 105,000; Full time

Job summary

RBC seeks a Technology Applications Trainer to enhance the technology adoption of Financial Advisors. This role focuses on training with CRM systems, trading platforms, and other business tools, ensuring that staff improve productivity through technology. The position offers a dynamic work atmosphere with opportunities for travel and professional growth.

Benefits

401(k) program with company matching

Health, dental, vision, life and disability insurance

Paid time off

Supportive leadership development

Opportunities for impactful work

Qualifications

• Must be able to travel 30-50% of the time.
• Advanced proficiency with all Microsoft Office applications required.
• Experience in a financial services institution is a plus.

Responsibilities

• Provide personalized training and coaching to advisors and their teams.
• Develop and maintain training scripts and materials.
• Conduct training sessions at branch offices both one-on-one and for groups.

Skills

Business Case Design

Client Counseling

Customer Success

Data Gathering Analysis

Decision Making

Group Problem Solving

Solution Evaluation

Storytelling

Time Management

Training Needs Analysis

Education

Four-year degree or relevant industry experience

Tools

Salesforce

Webex

Job description

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What is the opportunity?

The Technology Applications Trainer position helps RBC WM Financial Advisors, and their teams, adopt new technology as well as enhance their existing technology and business processes to increase productivity, efficiency and effectiveness in their overall practice. Primary technologies of focus for the Technology Applications Trainer include, but not limited to: CRM (Salesforce), Trading (LeoTrade, Tradeweb Direct, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, FactSet, WMO), Account Opening (AOS, ClientSource) and Client Facing (WM Online). The position comprises of one on one coaching calls; Webex presentations with individuals and groups; travel to Private Client Group (PCG) branch offices for training; and presenting/or supporting at various PCG National and Complex events.

Job Summary

Job Description

What is the opportunity?

The Technology Applications Trainer position helps RBC WM Financial Advisors, and their teams, adopt new technology as well as enhance their existing technology and business processes to increase productivity, efficiency and effectiveness in their overall practice. Primary technologies of focus for the Technology Applications Trainer include, but not limited to: CRM (Salesforce), Trading (LeoTrade, Tradeweb Direct, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, FactSet, WMO), Account Opening (AOS, ClientSource) and Client Facing (WM Online). The position comprises of one on one coaching calls; Webex presentations with individuals and groups; travel to Private Client Group (PCG) branch offices for training; and presenting/or supporting at various PCG National and Complex events.

As part of a broader organization, the Technology Training team partners in several functional areas such as PCG, IT, Operations, Information Security, and Compliance. Members of the department participate in additional cross-functional teams for projects and campaigns.

What will you do?

• Provide personalized training, coaching, and support to advisors and their teams related to business and technology initiatives
• Provide subject matter expertise in a broad range of systems, processes, programs, tools, and products
• Coordinate and deliver outbound National and Target training classes and events
• Develop and maintain training scripts, presentations, and materials, as needed
• Travel to branch offices to provide onsite coaching and training (both one-on-one and group)
• Participate on cross-functional teams during projects, campaigns and firm initiatives
  
  

What do you need to succeed?

Must-have

• Ability to travel 30-50% of the time
• A four-year degree or relevant industry experience
• Advanced proficiency with all Microsoft Office applications
  
  

Nice-to-have

• Presentation/Public Speaking experience
• Experience hosting webinars via Webex, or a similar tool
• Two years’ experience in a financial services institution
• Two years’ experience in a business or technology training/support role
• Series 7/66
  
  

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
  
  

The expected salary range for this particular position in Minneapolis, MN is $50,000-$85,000; for Seal Beach or San Francisco, CA is $65,000-$105,000; and for Chicago, IL or Seattle, WA is $55,000-$94,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value
  
  

Job Skills

Business Case Design, Client Counseling, Customer Success, Data Gathering Analysis, Decision Making, Group Problem Solving, Solution Evaluation, Storytelling, Time Management, Training Needs Analysis (TNA)

Additional Job Details

Address:

3010 OLD RANCH PARKWAY:SEAL BEACH

City:

Seal Beach

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-20

Application Deadline:

2025-07-04

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

  Human Resources

• Industries

  Banking and Financial Services

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