Advisor Transition Specialist - Vancouver, Canada - Royal Bank of Canada

Royal Bank of Canada
Royal Bank of Canada
Verified Company
Vancouver, Canada

1 month ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

Job Summary

What is the opportunity?


As a Competitive Hire Specialist, you will be responsible for supporting Competitive Hire teams to deliver a seamless transition experience.

You will be the 'go-to' person that supports the Competitive Hire support team through their post account opening steps, including servicing the client and play a key role in the training of new associates.

This is a hybrid role that will consist of working 2 days in branch with teams located in your area and 3 days virtual, supporting teams located outside of your local urban area


What will you do?

  • Provide training for Post Account Opening steps (examples include: Book Cost updates, Online Setup, Householding)
  • Engage in Application training for teams
  • Provide "JustinTime" training for reactive client requests (examples include: EFT requests, Registered Account Contributions/Withdrawals, Reporting)
  • Complete reporting to track progress of onboards
  • Liaising with internal departments to ensure post account opening tasks are completed
  • Act as general resource on procedures and policies
  • Completing feedback entry as needed

What do you need to succeed?

Must Have

  • Understanding of Wealth Management Canada business and culture
  • Wealth Management Canada administrative experience
  • Experience providing training

Nice to Have

  • Superior written and verbal communication skills
  • High level of time management and organization skills
  • Strong commitment to client service excellence
  • Ability to adapt quickly to changing needs and work requirements
  • A demonstrated, reliable work ethic with the ability to manage multiple competing priorities

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 highperforming 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
This position may be eligible to receive a discretionary/variable incentive payment.
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
  • Work in a dynamic, collaborative, progressive, and highperforming team
  • A worldclass training program in financial services

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


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:


Application Deadline:


Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


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