Managed Solutions Consultant

RBC•Toronto, ON

9d•CA$67,000 - CA$110,000•Onsite

About The Position

The successful candidate will serve as a primary point of contact for RBC Dominion Securities' Investment Advisors and Associates across Canada, providing expert guidance on fee-based and managed programs. This role is essential to driving sales field growth by delivering comprehensive support on MSG offerings, resolving client concerns, and ensuring seamless program transitions.

Requirements

Minimum 3 years in financial services (Dominion Securities experience preferred)
Comfort managing multiple concurrent calls, video conferences, and emails daily
Exceptional interpersonal and communication skills (written and oral)
Ability to thrive in fast-paced environments with competing priorities
CSC or (CIRE) , CFA Level 1, CIM designation, or proven securities trading expertise
Advanced Excel proficiency

Nice To Haves

Bilingual capability (English/French)
Front or back-office experience with PIM and/or A+ systems
Front or back-office experience with Individual Pension Plans or Charitable Gift Funds
3+ years in a Dominion Securities retail branch or discretionary team environment
RBC Head Office support or training experience in fee-based programs
Strong analytical and problem-solving skills with customer-service focus
Passion for both technical investment management and the systems supporting it

Responsibilities

Respond to all inquiries via email, phone, and voicemail with same-day turnaround (95% of your time)
Manage the PC USA Investment Representative application process and maintain daily compliance with PFIC and trading rules
Ensure correct investment classification for fee billing accuracy
Escalate complex issues to the Associate Program Management team for resolution
Develop and deliver educational sessions, including MSG program training calls and quarterly presentations at new advisor/associate seminars
Generate ad-hoc reports as needed
Provide hands-on technical support to the field on platforms including A+ Desktop, Target Allocation Calculator, Pricing Tool, IPS Toolkit, My Proposal, and IPP.