Change management consultant Jobs in Longueuil, QC

Job Description

What is the opportunity? In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of business practices related to RBC DS discretionary programs (A+ and PIM). You will support desktop applications related to discretionary platforms at RBC Dominion Securities, with the goal of arriving at solutions to avoid trading issues / errors, and growing a scalable business. What will you do?

• Train teams on the use of technology that may increase workflow efficiencies, and coach them on how to better utilize our existing systems in order to optimize their various processes.
• Add value by offering subject matter expertise related to manager selection, asset location, technology tools, asset allocation, etc.
• Troubleshoot issues that arise from the universe of teams you will support.
• Proactively and reactively conduct one-on-one meetings with teams to determine their investment philosophy and implementation strategy.
• Educate teams on the best ways to incorporate UMA strategy into their business, as appropriate.
• Build and maintain relationships with new and existing discretionary advisors and their teams within Dominion Securities.
• Discuss best practices regarding Investment Policy Statements, asset mix monitoring, quarterly reviews, review processes, service plans, etc. to assist in streamlining their investment process and operations.
• Discuss ongoing management of the book for new clients, multiple legal registrations within the same household, withdrawals or deposits for existing clients, changes in asset mix for a client, or tactical or geographic asset class changes.
• Assist new employees / competitive recruits in becoming familiar with trading and management platforms (TradeLink, ClientLink, A+ Desktop, TAC, etc).
• Help teams modify their investment management philosophy when necessary and liaise with the Managed Solutions Group, the Portfolio Overlay Team and the Portfolio Advisory Group, gathering feedback and suggestions for modeling and portfolio management improvements.
• Lay the groundwork to build scalable Unified Managed Household tools (A+) for both discretionary and non-discretionary advisors.
• Outline how to move forward and deal with everyday transactions, including withdrawals, deposits, currency conversions, etc., and help set up their book to get it ready for modeling and bulk trading, and assist with training on integration into our discretionary platform.
• Perform in-person group training sessions on the advantages of the discretionary platforms (A+ and PIM).
• Prepare and conduct both in-person and virtual training for groups of RBC DS employees on the tools to support the discretionary platforms.
• Responsible for covering a set of branches / regions, travelling at frequent intervals.

What do you need to succeed?

Must-have

Nice-to-have

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.

Job Skills Additional Job Details

Address :

1 PLACE VILLE MARIE : MONTRÉAL

City : MONTRÉAL

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : Wealth Management

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-02-29

Application Deadline :

2024-06-16

I nclusion and Equal Opportunity Employment

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