Technical Advice Manager

🕒 May 5

🏢🏡 London – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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RBC

WebsiteLinkedInAll Job Openings

10,000+ employees

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.

📋 Description

• Join our team as a Technical Advice Specialist and become an invaluable partner to our Wealth Managers • Provide expert guidance that empowers our advisors to deliver outstanding, compliant advice to our clients • Prepare and present practical case studies to illustrate technical concepts and support learning and development • Provide technical support across investments, pensions, tax, and estate planning to Wealth Managers • Act as subject matter expert on client cases, reviewing proposed advice strategies and ensuring regulatory compliance • Design and deliver training including online clinics, in-person sessions, and national briefings to support ongoing upskilling • Maintain quality assurance standards to ensure all advice aligns with regulatory requirements and internal governance • Interpret budget and legislative changes to develop case studies that help Wealth Managers advise clients on planning opportunities • Work with third-party providers to deliver specialist training on products and regulatory updates • Build strong cross-functional relationships with Regional Centre Heads, Heads of Office, Wealth Managers, and support teams • Work closely with Wealth Managers to utilise cashflow modelling effectively

🎯 Requirements

• Strong technical knowledge of financial planning, pensions, tax, investments, and estate planning with understanding of relevant regulatory frameworks • Experience in wealth management or private banking delivering or supporting financial advice • Excellent communication and interpersonal skills with ability to build relationships, coach, and influence colleagues effectively • Strong analytical and problem-solving skills with meticulous attention to detail and commitment to quality • Ability to interpret complex technical information and translate it clearly for diverse audiences • Experience with cashflow modelling tools (highly desirable) • The RQF Level 6 Advanced Diploma in Financial Planning or equivalent • Chartered or working towards Chartered status (e.g., CII/ CISI) preferred • Relevant specialist qualifications are advantageous • Proven industry experience

🏖️ Benefits

• Comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation • Leaders who support your development through coaching and managing opportunities • Opportunities to work with the best in the field • Ability to make a difference and lasting impact • Work in a dynamic, collaborative, progressive, and high-performing team • A world-class training program in financial services