Job Summary
Job Description
What is the Opportunity?
In this role, you will support the execution of the strategy and roadmap for a range of financial planning digital products in Wealth Management Canada.
You’ll become the subject matter expert of the product(s) and will be accountable for driving the day-to-day product lifecycle from design to release by leading the team to articulate clear requirements that will be used to bring the vision to life.
You’ll define and monitor key success metrics, go-to-market tactics to drive adoption, and ensure we’re always providing RBC clients with a superior client experience.
In addition, you’ll be collaborating with business and functional teams, leaders, and dedicated user experience design and engineering teams.
What will you do?
- Build and implement product strategies, requirements and roadmaps consistent with company vision
- Outline key drivers, customer use cases, and full user flow impact across all platforms.
- Become the subject matter expert for the digital product(s) and drive the execution of the roadmap into features and product delivery.
Work closely with the business, tech, and design teams day-to-day.
- Collect and analyze feedback from customers, stakeholders and other teams to shape requirements, features and end products
- Continuously update the roadmap based on changing priorities and user feedback.
- Effectively communicate and socialize the product opportunities and features, taking into consideration different stakeholders at all levels.
What do you need to succeed?
Must haves :
- Minimum 5 years wealth management experience, preferably within a WM line of business.
- Minimum 5 years financial planning experience required.
- Minimum 3 year program / project management experience preferred.
- Skilled in developing and articulating product strategy and requirements in a clear and concise manner, enabling the engineering team to deliver maximum productivity and value.
- Experience in using tools such as Jira, Confluence, Lucid charts
- Proven collaboration and change management skills.
- Post-secondary education (University or College) or equivalent experience in a similar role.
- Experience managing internal and external partners that contribute to the delivery of consumption.
- Advanced proficiency with MS Office (Word, Excel, Access, PowerPoint, and Outlook)
- Experience with Conquest Financial Planning software
Nice-to-have :
- Financial planning experience and / or CFP / PFP or IQPF certified
- In depth understanding and knowledge of Federal and Provincial taxation and pension legislation.
- French language skills (speaking, reading and writing)
- Experience working in an Agile environment.
What’s in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper.
We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.
You will also benefit from :
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
Job Skills
Agile Product Development, Communication, Customer Service, Customer Success, Decision Making, Group Problem Solving, Leadership, Long Term Planning, Teamwork, Time Management
Additional Job Details
Address :
RBC CENTRE, 155 WELLINGTON ST W : TORONTO
City : TORONTO
TORONTO
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Full time
Full time
Platform : WEALTH MANAGEMENT
WEALTH MANAGEMENT
Job Type : Regular
Regular
Pay Type : Salaried
Salaried
Posted Date : 2024-11-12
2024-11-12
Application Deadline :
2025-01-04
Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above
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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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