Managed Solutions Consultant

2 weeks ago

Toronto, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Managed Solutions Consultant

**What is the Opportunity?**

The Managed Solutions Consultant 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 will be the primary source for incoming Investment Advisor and Associate questions and concerns and will be required to cross-train on all other products. You will also collaborate with various organizational groups internally and externally to ensure relationships are established and maintained to protect and grow the fee based programs.

**What will you do?**

Product Support (70%)
- Providing timely responses to inquiries (within 24 hours)
- 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%)

Authorities, Impact, Risk:

- Scope of responsibilities is primarily with RBC Dominion Securities, RBC DS Global (Caribbean Branches) supporting the Fee based business (approximately $300B) and RBC PC USA Dominion Securities (approximately $7B)
- Authorities to approve fee and account minimum exceptions within general program guidelines
- Risks with exception authority include revenue leakage
- Responsible for increasing sales and client retention through product expansion, effective management and awareness
- Relationship management responsibilities

Key Relationships:

- Reports to VP and Head, SMA and UMA Platforms and Strategy, RBC Dominion Securities

**Must Have**
- University degree or equivalent experience
- Proficient with MS Office (Excel, Word, Powerpoint)
- Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)

**Nice to Have**
- Strong communication skills (written and oral)
- Strong self-directed team player with a bias for action and ability to have strategic influencing, negotiating and persuasion skills
- Ability to assertively express ideas, needs and requests and build group consensus, i.e. “sells” ideas to those outside of direct reporting relationship
- Bias for action, execution and results
- Organizational awareness
- Ability to work in a fast-paced and changing professional environment
- Willingness to aggressively learn new skills/products in a short timeframe

**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.

**Job Summary**

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-03-23

**Application Deadline**:
2023-04-01

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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