Technology Solutions Consultant

Royal Bank of Canada

Minneapolis, MN, United States
Base: $70,000-$130,000 depending on experience; bo...
Financial services industry experience
Training experience
Crm tool proficiency
The Technology Solutions Consultant helps to support and empower top financial advisors and teams in strategy development, goal setting and prioritizing strategic initiatives

Job Summary

  • The Technology Solutions Consultant helps to support and empower top financial advisors and teams in strategy development, goal setting and prioritizing strategic initiatives.
  • The role involves building strong relationships, delivering personalized training, leading consulting sessions, and providing subject matter expertise to enhance technology adoption and business performance.
  • RBC offers a dynamic, collaborative, and high-performing team environment with opportunities for professional development, impactful work, and building close client relationships.

Matching Summary

The Technology Solutions Consultant helps to support and empower top financial advisors and teams in strategy development, goal setting and prioritizing strategic initiatives.

Salary

Base: $70,000-$130,000 depending on experience; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial services industry experience
  • Training experience
  • CRM tool proficiency
  • Microsoft Word, PowerPoint, Excel proficiency
  • Exceptional interpersonal and communication skills
  • Ability and willingness to travel up to 50%

Nice-to-have

  • RBC US Wealth Management branch support experience
  • Experience hosting webinars via WebEx
  • Strong leadership attributes
  • Excellent collaboration and team-building skills

Key Requirements

  • SIE/Series 7 certification
  • Bachelor’s degree or equivalent work experience
  • 5+ years financial services industry experience
  • 3+ years training experience
  • Demonstrated understanding of financial planning process and tools
  • Demonstrated understanding of performance reporting and investment proposals

Work Rights

Not specified

Tailored Resume

Cover Letter