
Business Application Specialist
- Montreal, QC
- Permanent
- Full-time
- Provide one-on-one and team training sessions in-person and virtually via the WebEx conferencing system.
- Train and coach learners on relevant tasks and business applications related to Account Administration, Portfolio Management, Trading, Client Relationship Management, Wealth Management and Business Development.
- Be a Subject Matter Expert in guiding learners on how to use business applications to the best of their ability.
- Spot opportunities and facilitate the sharing of best practices to help branch teams increase efficiency and scale their business
- Learn new applications along with their business relevance, strategy and benefits.
- Provide support for any future technology changes or releases as they occur.
- Deliver presentations to provide timely updates and support branch initiatives.
- Participate in various ‘special team’ initiatives or projects as they occur.
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
- In-depth knowledge and understanding of the wealth management industry.
- In-branch Retail Brokerage experience with a strong understanding of business applications, processes, and tasks.
- Aptitude toward learning new software, ability to multitask and ability to demonstrate and present essential information in a concise way.
- Above average inter-personal skills, including the entrepreneurial perspectives of Investment Advisors and Investment Counsellors.
- Able to work from your home office, which is compliant with home office standards; and, able to travel locally and across Canada when required.
- Strong public speaker; comfortable and able to clearly facilitate and deliver a message to a moderate sized group of peers.
- Experience in a training or coaching capacity, along with a consulting and problem-solving skill set.
- Successful completion of the Canadian Securities Course (CSC) and Conducts and Practices Handbook (CPH).
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- 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 building close relationships with clients