Managed Solutions Consultant - Toronto, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Managed Solutions Consultant

What is the Opportunity?

The Managed Solutions Consultant 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 will be the primary source for incoming Investment Advisor and Associate questions and concerns and will be required to cross-train on all other products.

You will also collaborate with various organizational groups internally and externally to ensure relationships are established and maintained to protect and grow the fee based programs.

What will you do?
Product Support (70%)

Providing timely responses to inquiries (within 24 hours)
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 Adhoc reports

Application Support (30%)

Authorities, Impact, Risk:

Scope of responsibilities is primarily with RBC Dominion Securities, RBC DS Global (Caribbean Branches) supporting the Fee based business (approximately $300B) and RBC PC USA Dominion Securities (approximately $7B)
Authorities to approve fee and account minimum exceptions within general program guidelines
Risks with exception authority include revenue leakage
Responsible for increasing sales and client retention through product expansion, effective management and awareness
Relationship management responsibilities

Key Relationships:

Reports to VP and Head, SMA and UMA Platforms and Strategy, RBC Dominion Securities

Must Have

University degree or equivalent experience
Proficient with MS Office (Excel, Word, Powerpoint)
Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)

Nice to Have

Strong communication skills (written and oral)
Strong selfdirected team player with a bias for action and ability to have strategic influencing, negotiating and persuasion skills
Ability to assertively express ideas, needs and requests and build group consensus, i.e. "sells" ideas to those outside of direct reporting relationship
Bias for action, execution and results
Organizational awareness
Ability to work in a fastpaced and changing professional environment
Willingness to aggressively learn new skills/products in a short timeframe

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.

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-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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