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Job Description
What is the opportunity?
The Associate Program Manager will provide New Investment Counsellors training and best practices in regards to prospecting, business development, onboarding clients, maintaining a wealth management practice, as well as the primary tasks required of their role.
They will design, implement and manage innovative training solutions that allow advisor teams to become more efficient, leverage the right resources to identify opportunities, and provide service excellence
What will you do?
Create, execute and maintain a comprehensive training program aligned with the company's overall business objective that enhances new advisor training, drives a high-performance culture, and develops existing knowledge of building and maintaining a wealth management practice.
Design, implement and manage innovative training solutions that allow advisor teams to become more efficient, leverage the right resources to identify opportunities, and provide service excellence.
Research and apply adult learning theories to maintain a solid understanding of the adult learning models that shape training experiences, to properly assess the learning needs of advisor teams, and to recommend and evaluate appropriate learning solutions
Deliver in-person training and presentation to a large audience
Support Associate Portfolio Manager Training
What do you need to succeed?
Must-have
In-depth knowledge and understanding of the wealth management industry, including full-service brokerage.
Extensive experience delivering in-person training/coaching to large groups and deliver the message/point of view clearly.
Good knowledge of business trends and sales methodologies in the wealth management industry.
Good knowledge of adult learning trends and theories.
Aptitude towards learning new software, strong ability to be self-taught and seek opportunitues to apply software to real-life business situations in order to increase relevance to the learner.
Willingness to travel throughout the year.
Nice-to-haves
Project Management experience
Retail Brokerage Experience in a branch setting
Strong understanding of Business processes and applications.
Successful completion of Aptitude Suitability and Personality Compatibility Software
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 and flexible benefits, competitive compensation, commissions, and stock where applicable
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
Communication, Consulting, Critical Thinking, Customer Relationship Management (CRM), Decision Making, Group Problem Solving, Long Term Planning, Organizational Change Management, Results-Oriented, Solutions DevelopmentAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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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