Managed Solutions Consultant

Vista previa de la oferta

Managed Solutions Consultant

Consulting

Job Description

What is the opportunity?
The successful candidate will serve as a primary point of contact for RBC Dominion Securities' Investment Advisors and Associates across Canada, providing expert guidance on fee-based and managed programs. This role is essential to driving sales field growth by delivering comprehensive support on MSG offerings, resolving client concerns, and ensuring seamless program transitions.

What Will You Do?

Product Support

You will be the primary support resource for our sales field—Investment Advisors, Associates, and Branches—delivering expert guidance on Fee-Based Accounts, Managed Accounts, and Wealth Management Solutions. Your responsibilities include:

• Respond to all inquiries via email, phone, and voicemail with same-day turnaround (95% of your time)
• Manage the PC USA Investment Representative application process and maintain daily compliance with PFIC and trading rules
• Ensure correct investment classification for fee billing accuracy
• Escalate complex issues to the Associate Program Management team for resolution
• Develop and deliver educational sessions, including MSG program training calls and quarterly presentations at new advisor/associate seminars
• Generate ad-hoc reports as needed
• Provide hands-on technical support to the field on platforms including A+ Desktop, Target Allocation Calculator, Pricing Tool, IPS Toolkit, My Proposal, and IPP.

What Do You Need to Succeed?

Must-Have

• Minimum 3 years in financial services (Dominion Securities experience preferred)
• Comfort managing multiple concurrent calls, video conferences, and emails daily
• Exceptional interpersonal and communication skills (written and oral)
• Ability to thrive in fast-paced environments with competing priorities
• CSC or (CIRE) , CFA Level 1, CIM designation, or proven securities trading expertise
• Advanced Excel proficiency

Nice-to-Have

• Bilingual capability (English/French)
• Front or back-office experience with PIM and/or A+ systems
• Front or back-office experience with Individual Pension Plans or Charitable Gift Funds
• 3+ years in a Dominion Securities retail branch or discretionary team environment
• RBC Head Office support or training experience in fee-based programs
• Strong analytical and problem-solving skills with customer-service focus
• Passion for both technical investment management and the systems supporting it

What's in It for You?

• Competitive Total Rewards package including bonuses, flexible benefits, and stock options
• Development coaching and career advancement opportunities
• Impact-driven work in a collaborative, high-performing team
• Flexible work/life balance

Job Skills

Additional Job Details

Address:

City:

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Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.