Technology Consultant

Technology Consultant at RBC

Join the Technology Training team at RBC WM-U.S. The Technology Consultant drives overall technology engagement and adoption for the private client group field audience, delivering customized technology-led consulting and coaching for key advisors and their teams. This position requires adaptability to multiple strategic initiatives and growth, supporting the development of best-in-class technology, and ensuring effective implementation for the scope and scale of the consulting role. You will be responsible for supporting and collaborating with Technology Training, divisional leadership, and other key business partners to align and deliver on training strategies and plans to meet complex/branch level needs, help mitigate business and technology disruptions, and implement solutions for improvement. The role fosters a culture of learning and insight to keep current advisors and their teams invested in technology.

What is the Opportunity?

RBC is seeking a Technology Consultant to join its Technology Training team within RBC WM-U.S. This role focuses on driving technology engagement and adoption among the private client group field audience, providing tailored consulting and coaching to advisors and their teams. The position demands flexibility, supporting strategic initiatives, and ensuring the effective implementation of best-in-class technology solutions.

What Will You Do?

• Conduct initial and ongoing coaching conversations to identify a holistic understanding and impact of the advisor/team's professional goals in regards to how they correlate with technical solutions.
• Assist advisors and their teams to effectively manage client and prospect relationships leveraging technology while coaching through gaps in technical skills.
• Improve overall productivity, working knowledge, and team confidence across several technical areas and applications that allow advisors/teams to learn at the same pace of new, emerging technology.
• Establish, introduce and formalize business-specific metrics and reporting in order to measure the technology-led consulting success in collaboration with Training managers.
• Manage and navigate feedback on recommended changes to the consulting services and/or projects given by internal business partners, technology training team and complex/branch leadership.
• Ensure advisors and their team members understand and can leverage all available advisor-facing technology to the benefit of their business model and boost the advisor/team’s competitive edge in the process.
• Drive and deliver continuous emphasis on prioritizing learning, engagement, and adoption across all complex/branch field members in partnership with other training partners through messaging, national and target training, and branch visits.
• When engaged, assist with the onboarding of new trainers; provide ongoing field event presentations and support (e.g., CA Symposiums, complex meetings, etc.); and deliver outbound training.
• Support TEA management in field relationship management; act as a facilitator and collaborator with divisional trainers, TEC consultants, and other internal business partners.
• Maintain a strong understanding of key strategic initiatives, and provide updates to training team leadership and ensure inter-team communication.

What Do You Need to Succeed?

Must-have

• BA/BS in a related field or equivalent experience with 7+ years services and financial industry experience.
• Demonstrated understanding of the financial process/industry.
• 3+ years training experience.
• Excellent verbal, written, customer service, and presentation skills.
• Strong interpersonal and organizational skills.
• Demonstrated success in leading and coaching individuals and teams across a variety of integrated applications.
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment.
• FINRA SIE/Series 7 or ability to obtain within six months of start date.
• Ability and willingness to travel up to 30% - 50% of the time to provide onsite coaching and training.

Nice-to-have

• Experience working in a WM-U.S. branch.
• Knowledge of wealth management product platforms.
• Experience working with multiple Wealth Management, US Business and technology channels.
• Advanced technology and presentation skills: MS Office, Web-based learning tools, digital collaboration and presentation tools.

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 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.

Key skills/competency

• Technology Adoption
• Client Coaching
• Training Delivery
• Financial Consulting
• Relationship Management
• Process Improvement
• Performance Measurement
• Solution Implementation
• Strategic Planning
• Communication Skills