Job Description
What is the Opportunity?
This role establishes a strong link between Role Design, Technology partners, and Personal and Commercial Banking partners to enable the optimization, development, and delivery of digital tools and applications used by Canadian Banking advisors.
Primary Focus
- Drive horizontal strategy across all CRM and Branch Platforms to ensure integrated and consistent advisor experiences
- Work across LOBs, including Personal Bank, Commercial and Private Banking on defining strategic vision and transformational roadmap for next generation of use cases and capabilities
- Establishing the rigor for the ongoing management and evolution of the platform and realization of business benefits.
- Identify, assess, and proactively mitigate risks, developing contingency plans and ensure effective risk management across the portfolio.
- Manage budgets and financial planning in collaboration with finance and business management teams.
- Track approved funding spend, forecast future needs, and ensure cost efficiency across the delivery portfolio.
- Define and track product OKRs and KPIs, and drive the team to achieve them
- Ensure incremental adoption of relevant Client360 capabilities and further introduction of capabilities contained within Salesforce Financial Services Cloud®
- Staying up to date with the FSC products roadmap
- Advocate on behalf of the advisor community in the development of enterprise tools further contributing to Advisor efficiency and experience
- Driving collaboration with key internal functional partners
- Responsible for strategic alignment across major, Big Rock/large initiatives and digitization with Client360 Platform.
- Ensure technology roadmaps align with advisor needs, RBC strategic direction and enable engagement across preferred channels
- Establish and maintain strategic governance and reporting across platforms, driving alignment between business objectives and technology delivery
Secondary Focus
- Collaborate with AI team partners to integrate Actionable insights into the Advisor’s path into Client360 (and other Advisor platforms) for enabling pre-dive, post-dive and in the moment efficiencies and effectiveness
- Lead rapid POC development cycles with authority to "fail fast / scale fast," designing multi-agent interactions across vendor agents, enterprise agents, and native/internal agents to AI-enable advisors through integration to the existing suite of technologies used by advisors
- Act as Integrator to Client360 / Advisor Platform for agentic workflows - owning use case shaping through validated solution patterns, defining success metrics, and driving iteration based on advisor feedback and usage metrics
What Will You Do?
- Establish and maintain strategic direction across CRM and Branch Platforms, ensuring consistency and alignment with advisor needs
- Advocate on behalf of the advisor community in enterprise tool development and provide ongoing feedback loops
- Develop business-centric programs and reporting that enhance daily advisor operations
- Identify stakeholder needs, negotiate priorities across competing interests, and collaborate with developers/partners to implement requirements effectively
- Keep business and technology stakeholders apprised of roadmap status and gather feedback
- Deploy processes and technologies that safeguard Advisors and Clients (compliance and regulatory requirements)
- Conduct advisor research and act as the voice of the Advisor community in platform development
- Negotiate and prioritize enhancements to mitigate technical and financial risk
- Partner with Technology, Procurement, and third-party vendors to execute strategic initiatives
What Do You Need to Succeed?
Must Have:
- Deep Expertise in Salesforce Financial Services Cloud (FSC) Capabilities:
Demonstrates comprehensive knowledge of Salesforce FSC platform architecture, features, and capabilities (e.g., financial account management, financial deals, wealth management, customer data platforms). The ideal candidate should have hands-on experience leveraging FSC to drive business outcomes, understand current and emerging FSC capabilities, and possess the ability to assess how these capabilities can inform and accelerate the evolution of Client360. This includes staying current with Salesforce product roadmaps and identifying opportunities to integrate new FSC innovations into Client360's strategic direction.
- Business Strategy & Bridge from Strategy to Implementation
Exhibits strong strategic thinking combined with pragmatic execution capabilities. The candidate must be able to develop comprehensive business strategies aligned with organizational objectives while maintaining a keen understanding of implementation realities. This includes translating strategic visions into actionable roadmaps, managing stakeholder expectations, prioritizing initiatives based on business impact and resource constraints, and ensuring accountability for delivery. Experience in leading cross-functional teams to execute complex transformation programs is essential.
- Expert-Level Understanding of Client360 – Depth of Implemented Capabilities
Possesses deep, hands-on knowledge of Client360's current functionality, architecture, and implementations across diverse user groups and business units. The candidate should understand how different user personas leverage Client360, identify capability gaps, recognize overlaps, and articulate both strengths and limitations. This expertise enables informed decision-making about platform enhancements, feature prioritization, and strategic investments. The ability to draw on real-world implementation examples to validate strategy is critical.
- Exceptional Executive Communication & Presentation Skills
Capable of distilling complex technical and strategic concepts into compelling, clear narratives for C-suite and board-level audiences. The ideal candidate can prepare polished executive presentations, develop strategic briefs, and communicate across diverse stakeholder groups with varying levels of technical sophistication. This includes strong data storytelling, ability to frame business cases persuasively, and the confidence to present recommendations with conviction while remaining open to feedback.
- 10+ years of progressive business experience (preferably in financial services or relevant line of business)
- 4+ years as a Product Manager or field experience within Regional Banking
- Undergraduate degree in Business or related field
Nice-to-Have:
- User Experience and Advisor research expertise
- People management experience
- Post-graduate degree in Business or MBA
What's In It For You?
- Comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
- Leaders who support your development through coaching and mentoring
- Ability to drive meaningful, lasting impact across advisor and client experiences
- Dynamic, collaborative, progressive, and high-performing team environment
- World-class training program in financial services
- Opportunities to lead challenging, innovative initiatives
Job Skills
Commercial Acumen, Competitive Markets, Decision Making, Financial Planning and Analysis (FP&A), Financial Risk Management (FRM), Global Perspective, Long Term Planning, Managerial Courage, Risk Management
Additional Job Details
Address:
RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-07-21
Application Deadline:
2026-11-21
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
