RBC · 3 days ago
Senior Technology Recruiting & Onboarding Consultant
Minneapolis, MN
Full-time
Onsite
Mid, Senior Level
$65K/yr - $115K/yr
5+ years expRBC is a leading bank seeking a Senior Technology Recruiting & Onboarding Consultant to join their Technology Training team. The role involves collaborating with divisional leadership to align recruiting and training technology needs, delivering customized technology demonstrations, and supporting the onboarding experience for financial advisors and their teams.
BankingFinancial ServicesWealth Management
Responsibilities
Deliver technology-led, customized demonstrations for national onboarding advisors and team members focusing on core field-facing tools and technologies: Salesforce, AdvisoryLink, Addepar, WMO, etc
Learn the business of the new advisor: build a customized training plan to help onboard the financial advisor and team members through in-person and virtual training, coaching and support
Work directly with VIP recruits to set up initial technology: Portfolio Advantage advisory models, cell phone set-up, remote access, opening accounts, advisory proposals, Salesforce reporting and custom dashboards, etc
Work with key end-clients to ensure they understand how to approve new accounts and interact with our client website
Focus on key field behaviors and adoption of the firm’s technology suite to help new advisors and their team(s) maximize field productivity and enhance their profitability
Partner with leads in core business areas such as Credit Access Line, Practice Management, Advisory, Recruiting, Portfolio Efficiency Coaching, Operations, to ensure VIP recruit is supported
Serve as the point of contact for the Technology Training Managers. Collaborate to assist in field-facing training and messaging
Help drive the overall Training department’s plan to meet branch strategic targets, workshops, and other training needs through field event presentations and direct one-on-one training support (e.g., in-person and virtual)
Deliver virtual and in-person tech demos for prospective advisors and/or teams
Qualification
Required
BA/BS in a related field or equivalent experience with 5+ year's services and financial industry experience
FINRA Series 7 or ability to obtain within six months of start date
3+ years training experience
Demonstrated understanding of the financial process/industry
Excellent verbal, written, customer service, and presentation skills
Strong interpersonal and organizational skills
Ability to handle multiple priorities in a fast paced and deadline driven environment
Ability and willingness to travel nationally up to 50% of the time to provide onsite coaching and training
Preferred
FINRA 66
Proficiency with Word, PowerPoint, and Excel (formulas, graphs, pivot tables)
Knowledge of wealth management product platforms
Experience working with multiple Wealth Management, US Business and technology channels
Advanced technology and presentation skills: MS Office, Web-based learning tools, digital collaboration and presentation tools
Benefits
401(k) program with company-matching contributions
Health, dental, vision, life, disability insurance
Paid-time off
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
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