What is the opportunity?

The successful candidate will join the Solutions Enablement Team which has been created to support advisers to open cash accounts for existing RBC Brewin Dolphin clients. This team straddles two worlds, RBC Brewin Dolphin and RBC WME and is critical to the integration of these entities. With significant firmwide targets, it is crucial that we develop a team to support the onboarding process and continue to make enhancements to ensure the client experience is truly world class.

As a Senior Associate, the successful candidate will drive excellence in service delivery, offer mentorship to colleagues, and work to optimise operational processes. This role requires the ability to juggle tasks and would suit someone who has a strong problem-solving skillset and is looking to flex their leadership skills.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Implementing the onboarding lifecycle, for all client types including HNWIs, corporates, trusts, and charities.

• Building trust with internal stakeholders to give them confidence in the process and enhance the clients’ experience.

• Acting as a contact for internal partners and clients, providing full expert support and assistance with day-to-day banking and operational requirements.

• Report Pod activities, performance metrics, and key updates to the SET Manager on a weekly basis, ensuring transparency and alignment with wider organizational goals.

• Lead daily Pod Calls to discuss priorities, challenges, and progress, fostering a collaborative and focused team environment

• Work with the Manager and business partners to give feedback on ways to improve the process as well as helping to identify training needs of the broader advisor community to enhance and support client service.

• Serve as a mentor to Pod members, providing guidance, feedback, and support to enhance their professional development and performance, aligning to RBC’s values of integrity and collaboration.

• Oversee the initial and ongoing training of Pod members, ensuring they are equipped with the necessary skills and knowledge to excel in their roles.

• Develop and update procedures to streamline workflows and ensure compliance and maintain operational efficiency.

• Act as the first point of escalation for issues within the Pod, providing timely and effective resolution. Lead the correction of Operational Risk Events (OREs) in collaboration with Pod members, ensuring accurate documentation via Open Pages reports

• Take ownership of complex referrals assigned to the Pod, demonstrating expertise and leadership in resolving more intricate cases.

• Provide actionable feedback on day-to-day operations, leveraging frontline insights to identify opportunities for improvement.

• Complete testing for projects on an ad hoc basis to continue to drive broader process improvements. Integral to work with the  SET Manager to ensure this aligns to workload.

What do you need to succeed?

Must-have

• Management and project experience essential.

• Demonstrable experience leading in a team environment.

• Track record of improving processes and providing constructive feedback which led to enhancements.

• Collaborative and inclusive approach to work, a true team player with the ability to develop and maintain effective working relationships.

• Hard working and professional approach to work with a confidence to challenge the status quo.

• The ability to build and manage relationships with internal stakeholders.

• Clear and concise communication skills – oral and written.

Nice-to-have

• Experience working in Wealth Management, Financial Services or Professional Services.

• Confident in using Microsoft Office (Word, Excel. Outlook) as well as the ability to adapt to new systems, navigation of intranet sites and various web-based packages.

• Interest in growing industry knowledge and learning new product information.

What is 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.

• Leaders who support your development through coaching and managing opportunities.

• Opportunities to work with the best in the field.

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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

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.

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.