Job Summary
Job Description
What is the opportunity?
Design, coordinate, and implement RBC Dominion Securities Investment Advisor onboarding experience. Initiatives will center on a cohesive experience for IAs, support staff and clients.
What will you do?
Contribute to the future growth and success of RBC DS by driving simplification, scaling opportunities, and continually growing partnerships with divisional, branch management, and other senior leaders across business lines to develop, implement and enhance our talent acquisition and effective transition efforts.
Continually review the onboarding process and enhance the client experience including other RBC DS key initiatives into the onboarding process (ie. online registration, paperless elections, cash program selections, establishing liquidity, and total wealth registration and setup) Including keeping updated on regulatory as well as system changes and requirements
Partner with field leadership to review and provide ongoing guidance and share previous experiences to support the onboarding experience for IAs, Clients and support staff
Assist in the onboarding of new Investment Advisors, their support staff and clients working with Branch Management Staff and HR support teams
Manage onboarding team, including performance management, staffing, etc.
Coordinate transitions services for new hires with branch management, providing direct transition support and coordinating support with other business groups such as operations and training.
What do you need to succeed?
Must Have
Deep understanding of the business and foresight to innovate and design the best in class onboarding experience.
Knowledge and experience with DS branch management operations, process and systems
Forward thinker and ability to collaborate and drive progress, results and business goals.
Proven ability to successfully implement strategic direction and communicate it among constituents
Strong people management skills with a focus on project management and execution with the ability to lead cross-functional teams to effective solutions and implementations
Comprehensive understanding of both industry and firm rules and regulations
Proficient skills in Windows-based software products such as Word, Excel, Outlook, and MS Access.
Nice to Have:
Degree from an accredited university in Finance, Business, Economics or related experience
Strong multi-tasking and prioritization skills as transactions are often time critical and require tolerance to work under time pressure
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, flexible benefits and competitive compensation
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
Creativity, Decision Making, Effectiveness Measurement, Interpersonal Relationship Management, Interview Techniques, Knowledge Organization, Long Term Planning, Performance Management (PM), Recruiting, Team ManagementAdditional Job Details
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Inclusion and Equal Opportunity Employment
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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.
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