Managed Solutions Consultants
City : TORONTO, Ontario, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
What is the opportunity?
The successful candidate plays a critical role in supporting and assisting in driving growth for the sales field (Advisor, Associates and Branches) with general information regarding all Managed Solutions Group (MSG) fee-based programs for RBC Dominion Securities.
You are the primary point of contact (via phone and emails, coast-to-coast) for Investment Advisor and Associates for all fee based and managed program guidance questions and concerns and will be required to cross-train on all other products to become subject matter experts.
A successful candidate with the Managed Solutions Group will collaborate with various organizational groups internally and externally to ensure relationships are established and a smooth transition of support is maintained to protect and grow the fee based programs.
You will assist advisor teams in making knowledgeable decisions and analysis of business practices relating to fees, and other desktop applications, with the goal of arriving at solutions to avoid trading issues/errors and encouraging best practices.
This role may be a segway into other various roles within head office (trade execution specialists, portfolio modeling consultants, program manager, portfolio analysts, etc), and branch roles.
What will you do?
Product Support (70%)
Provide servicing support to the field (Advisors, Associates and Branches) regarding any inquiries related to any of our Fee Based and Managed Accounts via Email, Telephony or Voicemail
Providing timely responses to inquiries (within 24 hours)
Manage the PC USA Investment Representative application process
On a daily basis, manage and ensure the field is notified regarding any violations again PC USA PFIC and trading rules
On a daily basis, manage and ensure appropriate investments are correctly classified from a fee billing perspective
Escalate any issues to ensure resolution to the Associate Program Management team
Coordinate educational phone calls on MSG programs as well as quarterly presentations at new Investment Advisor and Associate training seminars
Provide Ad-hoc reports
Application Support (30%)
Provide point and click assistance to the field (Advisors, Associates and Branches) on the various applications we support, including the A+ Desktop, Target Allocation Calculator, Pricing Tool, IPS Toolkit, etc.
What do you need to succeed?
Comfortable taking several calls, video conferences, and responding to emails in a timely manner, on a daily basis.
A minimum of 3 years in the financial services industry, preferably with Dominion Securities.
Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication (oral and written).
Thrives in a fast-paced environment, and an ability to deal with multiple competing priorities.
Driven, eager to learn and thrives in a high-performance environment.
CFA Level 1 or CIM, or, strong and proven understanding of trading securities.
Advanced computer skills, with emphasis on Excel.
Bi-lingual (English, French).
Front or back-office experience with PIM and/or A+ programs.
Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3+ years’ experience) including processes, technology, products & services. Familiarity with portfolio management concepts/techniques preferred. OR,
Experience in a RBC Head Office support or training role working with advisors in fee-based programs such as A+, Advisor, or PIM.
Ability to analyze, prioritize and adjust to multiple demands. Good problem solving skills and customer service focus required.
Enjoys both technical aspects of investment management and the systems that support it, and working with lots of different people on an ongoing basis.
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.
Exposure to various head office, front office teams that may lead into other roles.
Job SkillsCommunication, Critical Thinking, Customer Service, Detail-Oriented, Industry Knowledge, Information Capture, Investment Banking, Negotiation, Product Services, Teamwork
Additional Job Details
Inclusion and Equal Opportunity Employment
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