Job Summary

Job Description

What is the opportunity?

The Training and Documentation Specialist is responsible for creating and delivering a training program for Shareholder Services in line with internal policies, client requirements and as well as external regulatory requirements on behalf of various Investment and Insurance Companies that offer investments such as Mutual Funds, Pooled Funds and Segregated Funds.

You will be responsible for the creation and maintenance of a knowledge-based tool to be used by all Shareholder Services teams.

The role focuses on increasing quality and efficiency of staff in their day-to-day duties by documenting proper procedures and standardizing training across teams.

What will you do?

• Develops and conduct technical and skill building training for new hires.
• Develop, distribute, and update training aids and instructional materials
• Provide coaching and on the job, training as required
• Develop and administer assessment tools (i.e. quizzes)
• Interaction with Team members of Shareholder Services
• Work with Team / Supervisor to provide and produce above average Quality+ and SLS statistics
• Responsible for maintaining knowledge of regulatory requirements and industry best practice through on-going education and the development.

What do you need to succeed?

Must Have

• 3-5 years’ experience in training and documentation.
• Expert in SharePoint design and best practices
• In Depth knowledge / experience of financial services, specifically in Mutual fund and Segregated Funds administration

Nice to Have

• Completion of Mutual Funds Operations Course
• Experience in working with teams in a multi-client environment.
• Proven track record in leading initiatives, managing cross-functional relationships.

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
• Access to a variety of job opportunities across business and geographies

Job Skills

Agile Methodology, Business Data Analysis, Business Process Modeling, Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Requirements Analysis

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 : 2024-10-07

2024-10-07

Application Deadline :

2024-10-21

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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