- Provide servicing support to the field (Advisors, Associates and Branches) regarding any inquiries related to any of our Fee Based and Managed Accounts via Email, Telephony or Voicemail
- Providing timely responses to inquiries (within 24 hours)
- Manage the PC USA Investment Representative application process
- On a daily basis, manage and ensure the field is notified regarding any violations again PC USA PFIC and trading rules
- On a daily basis, manage and ensure appropriate investments are correctly classified from a fee billing perspective
- Escalate any issues to ensure resolution to the Associate Program Management team
- Coordinate educational phone calls on MSG programs as well as quarterly presentations at new Investment Advisor and Associate training seminars
- Provide Ad-hoc reports
- Provide point and click assistance to the field (Advisors, Associates and Branches) on the various applications we support, including the A+ Desktop, Target Allocation Calculator, Pricing Tool, IPS Toolkit, etc.
- Comfortable taking several calls, video conferences, and responding to emails in a timely manner, on a daily basis.
- A minimum of 3 years in the financial services industry, preferably with Dominion Securities.
- Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication (oral and written).
- Thrives in a fast-paced environment, and an ability to deal with multiple competing priorities.
- Driven, eager to learn and thrives in a high-performance environment.
- CFA Level 1 or CIM, or, strong and proven understanding of trading securities.
- Advanced computer skills, with emphasis on Excel.
- Bi-lingual (English, French).
- Front or back-office experience with PIM and/or A+ programs.
- Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3+ years' experience) including processes, technology, products & services. Familiarity with portfolio management concepts/techniques preferred. OR,
- Experience in a RBC Head Office support or training role working with advisors in fee-based programs such as A+, Advisor, or PIM.
- Ability to analyze, prioritize and adjust to multiple demands. Good problem solving skills and customer service focus required.
- Enjoys both technical aspects of investment management and the systems that support it, and working with lots of different people on an ongoing basis.
- 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.
- Exposure to various head office, front office teams that may lead into other roles.
-
Solution Consultant
Found in: Talent CA C2 - 2 days ago
Apex Time Solutions Toronto, CanadaPosition Summary: · The Solution Consultant will be responsible for aiding the process of defining, developing, training and implementing the system requirements our external business customers. The Solution Consultant will also lead the development of training material and prov ...
-
Solutions Consultant
Found in: Talent CA C2 - 23 hours ago
Zendesk Ontario, Canada Full timeJob Description · The Solutions Consultant is responsible for all technical, solution, and competitive aspects of the Zendesk sales cycle. As an SC you are both sales focused and technically savvy. You will be successful in selling to Enterprise and Mid Market executives, and con ...
-
Sr. Solutions Consultant
Found in: Talent CA C2 - 1 day ago
Adobe Ontario, Canada Full timeOur Company · Changing the world through digital experiences is what Adobe's all about. We give everyone—from emerging artists to global brands—everything they need to design and deliver exceptional digital experiences We're passionate about empowering people to create beautiful ...
-
Technical Solutions Consultant
Found in: beBee S2 CA - 4 hours ago
CIBC Toronto, Canada Paid WorkWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Pre Sales Solution Consultant
Found in: Jooble CA O C2 - 11 hours ago
Varicent Toronto, ON, CanadaA named leader by Forrester in the sales performance management space, Varicent was founded in 2005 when we pioneered sales performance management software. Evolving quickly to become the fastest growing software company in North America according to Deloitte's Fast 50 in 2010, V ...
-
Principal Cloud Solutions Consultant
Found in: Talent CA C2 - 2 days ago
Sourced Group Toronto, CanadaWelcome to the Amdocs Cloud Business Unit · We are the result of a strategic fusion of three prominent Cloud Consulting companies: Sourced, Kenzan, and DevOps Group. Today, we proudly operate under the unified brand of Sourced. · As a global team of cloud specialists, we are lase ...
-
Pre Sales Solution Consultant
Found in: Talent UK C2 - 5 days ago
Varicent Toronto, Canada Full timeA named leader by Forrester in the sales performance management space, Varicent was founded in 2005 when we pioneered sales performance management software. Evolving quickly to become the fastest growing software company in North America according to Deloitte's Fast 50TM in 2010, ...
-
Customer Care Solutions Consultant
Found in: Talent CA C2 - 1 day ago
Toronto Hydro Toronto, CanadaPrimary Focus: Analytics and Data Sciences · Reporting to the Manager, Customer Experience Projects or the Manager, Customer Operations Projects, the Customer Care Solutions Consultant is responsible for the identification and implementation of effective customer focused solution ...
-
Customer Care Solutions Consultant
Found in: Talent CA C2 - 1 day ago
Toronto Hydro Toronto, CanadaPrimary Focus: Microsoft Dynamics CRM · Reporting to the Manager, Customer Experience Projects, the Customer Care Solutions Consultant is responsible for the identification and implementation of effective customer focused solutions to meet business goals within the Customer Care ...
-
Customer Care Solutions Consultant
Found in: beBee S2 CA - 3 weeks ago
Toronto Hydro Corporation Toronto, Canada Full timePrimary Focus: Analytics and Data Sciences · Reporting to the Manager, Customer Experience Projects or the Manager, Customer Operations Projects, the Customer Care Solutions Consultant is responsible for the identification and implementation of effective customer focused solution ...
-
Solutions Consultant
Found in: Appcast CA A2 P - 2 hours ago
ADP Mississauga, Canada Not SpecifiedADP est à la recherche d'un conseiller en affaires, Gestion du capital humain (GCH). · Merci de votre intérêt Laissez-nous vous en dire un peu plus... · Misez-vous sur les mesures de suivi qui vous aident, vous et vos clients, à travailler plus intelligemment, à relever de nouvea ...
-
Solutions Consultant
Found in: Jooble CA O C2 - 11 hours ago
ADP Mississauga, ON, Canada Temporary, Part timeADP est à la recherche d'un conseiller en affaires, Gestion du capital humain (GCH) . · Merci de votre intérêt Laissez-nous vous en dire un peu plus... · Misez-vous sur les mesures de suivi qui vous aident, vous et vos clients, à travailler plus intelligemment, à relever de no ...
-
Principal Consultant AI/ML Solutions
Found in: Appcast CA C2 A - 7 hours ago
Infoya Toronto, CanadaCompany Description · Infoya is a pioneering consulting firm based in the Greater Toronto Area, Canada. We collaborate with visionary leaders to achieve outsized business impact by providing innovative solutions and exploring cutting-edge technologies. We work hand-in-hand with o ...
-
Retirement Consultant, Canada Wealth Solutions
Found in: Talent CA C2 - 2 days ago
Aon Toronto, Canada Full timeRetirement Consultant, Canada Wealth Solutions · Are you a passionate actuary who enjoys working with clients and managing projects? Are you looking for an exciting opportunity to join a leader in the industry while making a significant impact? Aon might have the opportunity for ...
-
Retirement Consultant, Canada Wealth Solutions
Found in: beBee S2 CA - 3 weeks ago
Aon Corporation Toronto, Canada Full timeRetirement Consultant, Canada Wealth Solutions · Are you a passionate actuary who enjoys working with clients and managing projects? Are you looking for an exciting opportunity to join a leader in the industry while making a significant impact? Aon might have the opportunity for ...
-
Business Solutions Consultant
Found in: Talent CA C2 - 2 days ago
CAA Club Group Mississauga, CanadaPosition Details · You will focus on understanding and addressing business needs by translating the into efficient system and process solutions, with a focus on the Guidewire suite of applications. Responsibilities encompass requirements gathering, planning and execution of User ...
-
Virtualization Solutions Consultant
Found in: Talent CA C2 - 2 days ago
PeopleToGo Mississauga, Canada Direct Hire· Job Title: Virtualization Solutions Consultant · Reports To: Professional Service Director · Department: Professional Service Department · Posting Date: April 2011 · Position Overview · To act as a primary customer interface for the professional services department. Identify, ...
-
Senior Workday Specialist
Found in: Zoho Direct Apply - 10 hours ago
Yoush Consulting Toronto, Canada· Welcome to Yoush Consulting. Are you an independent IT Consultant, or do you wish to become one? Yoush Consulting provides project management and information technology expertise to help our clients deliver their projects. · We are looking for one person to do Workday modeling ...
-
RQ07393 - Change Management Consultant - Senior
Found in: Zoho Direct Apply - 2 days ago
Maarut Inc Toronto, CanadaResponsibilities · Work with organizations, by providing expertise, consultative advice, guidance and coaching, to build knowledge and expertise of change management principles, methodologies, and tools · Help leaders and teams enhance their capabilities to understand how change ...
-
Dynamics 365 Admin
Found in: Zoho Direct Apply - 6 days ago
Yoush Consulting Toronto, Canada· Welcome to Yoush Consulting. Are you an independent IT Consultant, or do you wish to become one? · Must have 5+ years experience as a D365 System Administrator with knowledge of Dynamics Customer Engagement (CE) and Purchase Order (PO). · The D365 Administrator will be respo ...
Managed Solutions Consultants - TORONTO, Canada - Royal Bank of Canada
Description
Job Summary
Job Description
What is the opportunity?
The successful candidate plays a critical role in supporting and assisting in driving growth for the sales field (Advisor, Associates and Branches) with general information regarding all Managed Solutions Group (MSG) fee-based programs for RBC Dominion Securities.
You are the primary point of contact (via phone and emails, coast-to-coast) for Investment Advisor and Associates for all fee based and managed program guidance questions and concerns and will be required to cross-train on all other products to become subject matter experts.
A successful candidate with the Managed Solutions Group will collaborate with various organizational groups internally and externally to ensure relationships are established and a smooth transition of support is maintained to protect and grow the fee based programs.
You will assist advisor teams in making knowledgeable decisions and analysis of business practices relating to fees, and other desktop applications, with the goal of arriving at solutions to avoid trading issues/errors and encouraging best practices.
This role may be a segway into other various roles within head office (trade execution specialists, portfolio modeling consultants, program manager, portfolio analysts, etc), and branch roles.
What will you do?
Product Support (70%)
Application Support (30%)
What do you need to succeed?
Must-have
Nice-to-have
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.
Job Skills
Communication, Critical Thinking, Customer Service, Detail-Oriented, Industry Knowledge, Information Capture, Investment Banking, Negotiation, Product Services, TeamworkAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TORONTOCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted 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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at