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 initiativesProvide subject matter expertise in a broad range of systems, processes, programs, tools, and productsCoordinate and deliver outbound National and Target training classes and eventsDevelop and maintain training scripts, presentations, and materials, as neededTravel 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 timeA four-year degree or relevant industry experienceAdvanced proficiency with all Microsoft Office applications

Nice-to-have

Presentation/Public Speaking experienceExperience hosting webinars via Webex, or a similar toolTwo years’ experience in a financial services institutionTwo years’ experience in a business or technology training/support roleSeries 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 is $50,000-$85,000 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 cultureEnables collective achievement of our strategic goalsGenerates 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, Storytelling, Time Management, Training Needs Analysis (TNA), Vendor Evaluations

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

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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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 jobs.rbc.com.