What is the Opportunity?

Do you want to take your Wealth Management career to the next level and leverage your passion for our business to help others succeed? Do you also enjoy working in an environment that:

• Promotes a growth mindset?
• Fosters collaboration?
• Challenges the status quo for further improvement?

If so, the Business Application Specialist role might be right for you!

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.

• Act as 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 the current rollout of Salesforce and 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

• 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 and ability to be self-taught.
• Ability to demonstrate and present essential information in a concise way.
• Above average inter-personal skills, ability to relate to a variety of individuals, including the entrepreneurial perspectives of Investment Advisors and Investment Counsellors.
• Ability to balance multiple and shifting priorities based on firm needs.

• Able to work from your home office which is compliant with home office standards.
• Flexibility 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.
• French language skills (speaking, reading and writing)
• Successful completion of the Canadian Securities Course (CSC) and Conducts and Practices Handbook (CPH).

What’s in it for you?

Work alongside a progressive team that is always seeking fresh ideas and new methods to innovate our training offerings and engagement with branch teams. As a diverse team with varying backgrounds, we thrive on helping one another reach our full potential and share the belief that success 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 and geographies

Job Skills

Adult Learning Theory, Communication, Curriculum Development, Detail-Oriented, Knowledge Organization, Large Group Presentations, Multi-Level Communication, T&D: Trends and Directions, Training Delivery, Training Evaluations

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

TORONTO

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-07-10

What is the Opportunity?

The Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provides advice and service solutions where appropriate regarding their credit insurance coverage on loans, lines of credit, mortgages and business loans. Your will retain the customers by showing the benefits and features of keeping their coverages. Your ability to provide superior customer service, build rapport and gain the clients’ confidence will be critical to your success

What will I do?

• Handling inbound calls from customers, answering inquiries and providing information to customers.
• Educating customers on the usage of products/services and on additional available benefits and services
• Reporting customer complaints; helping resolve customer complaints, ensuring that problems can be resolved in a timely manner
• Respond to customers by providing information, understanding needs, offering value added solutions, opportunity spotting, and taking accountability for the resolution of customer concerns
• Secures new business and/or retains existing business
• Ensure customers receive optimal service at a level that meets their needs, personally or by referring them to the appropriate partner (internally or externally)
• Takes ownership of client concerns, building ownership and accountability at first point of contact through client-focused behaviours, ensuring, when necessary, the escalation process is followed
• Process applicable paperwork for clients, ensuring accuracy and completeness of information.
• Meet monthly sales and retention goals

What do you need to succeed?

Must-have

• Requires fluency in French and English in order to serve our clients in the community with French and English speaking needs
• Solid aptitude for listening, establishing rapport and finding the right solutions for customers
• Strong attention to detail and problem resolution skills
• Ability to navigate between multiple systems
• Flexibility to work a variety of shifts as our Centre is open Monday to Friday 8:00am to 8:00 pm in order to better help our clients

Nice-to-have

• Sales experience and success in meeting and exceeding sales targets in a Contact centre environment

Special Conditions

The successful candidate will have the ability to work remotely.

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 package including flexible benefits, competitive compensation, and stock options
• Work in a dynamic, collaborative, progressive, and high-performing team. By joining RBC Insurance, you also become part of a supportive, inclusive team that shares common values – including a fundamental respect for each other
• Leaders who support your development through coaching and managing opportunities
• Flexible work/life balance options
• Ability to make a difference and lasting impact

Job Skills

Customer Interactions, Customer Knowledge, Customer Needs, Customer Service, Customer Service Management, Insurance Products, Product Services, Sales, Sales Activities, Telephone-Based Customer Servicing

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

INSURANCE

Regular

Salaried

2024-06-25

2024-07-26