Technology Trainer jobs in United States
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RBC · 2 weeks ago

Technology Trainer

Royal Bank of Canada is a leading financial institution, and they are seeking a Technology Training Consultant to help their Wealth Management Financial Advisors adopt and enhance technology. The role involves providing training and coaching on various technologies, developing training materials, and supporting business initiatives.

BankingFinancial ServicesWealth Management

Responsibilities

Provide subject matter expertise in a broad range of systems, processes, programs, tools, and products
Coordinate and deliver outbound training classes
Develop and maintain training scripts and materials
Travel to branch offices to provide onsite coaching and training
Provide training, coaching, and support to the field related to ongoing business and technology initiatives and firm strategies
Work with financial advisors and teams to develop (CRM) service level models to ensure that both appropriate time is spent with each client as well as build in key activity behaviors
Assist financial advisors and teams with the development of investment models and trading in the discretionary trading platform
Participate on cross-functional teams during projects and campaigns

Qualification

CRM (Salesforce)Financial Services ExperienceBusiness/Technology TrainingMicrosoft Office ProficiencyClient CounselingPresentation SkillsTechnical WritingTime Management

Required

A four-year degree or relevant industry experience
Three years of experience in a financial services institution
Two year experience in a business or technology training/support role
Ability to travel 30-50% of time
Advanced proficiency with all Microsoft Office applications

Preferred

Presentation/Public Speaking experience
Documentation/Technical Writing experience
Series 7/66, or ability to obtain within 1 year

Benefits

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

Company

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

Funding

Current Stage
Public Company
Total Funding
$16.3B
2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M

Leadership Team

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Graeme Hepworth
Chief Risk Officer
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Kelly Bradley
Chief Human Resources Officer
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Company data provided by crunchbase