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Practice Management Consultant

Practice Management Consultant

RBCToronto, ON, Canada
15 days ago
Job description

Job Summary

Job Description

What is the opportunity?

Lead / coordinate reviews of Investment Advisors (IA), Investment Councillors (IC), Estate Planning Specialists (EPS) & Branch Directors (BD) business processes and functional infrastructures (in the branch, remotely and in the classroom) resulting in the re-design / improvement of their business and business process. The outcome is to improve quality segmentation & service, productivity improved efficiency, elimination of non-value elements, profitability revenue and asset growth via identification of digitalization opportunities and working effectively with the Advisors and Councillors, their team members and Branch Directors.

What will you do?

  • Organize identified review segments - project scoping, defining boundaries of examination, resource requirements, critical pathing and undertaking of preliminary analysis.
  • Determine statistical data requirements for reviewing processes / functions and ensure the effective execution of analysis to deliver productivity / quality improvements significantly impacting bottom line and future results.
  • Review and analyze the current process(es) and determine value-add of each step / activity and cost-effectiveness to the advisor and team.
  • Identify process improvement / re-engineering opportunities - through streamlining, simplification, elimination of redundancies / overlaps, improved capacity utilization, automation, outsourcing, standardization.
  • Develop tools and management processes to assist the IAs, ICs, EPS & BDs to implement improvement opportunities and to manage their business ongoing.
  • Make recommendations for implementation - identifying accountabilities, cross-functional dependencies and roadblocks, and appropriate measurements and controls.
  • Summarize work performed into a report format.
  • Develop and document 3-year Business plans and activity plans to ensure implementation of changes / opportunities prioritized.

What do you need to succeed?

Must haves :

  • Proven people & development skills; ability to work effectively in a team environment.
  • Demonstrated facilitation and leadership skills.
  • Superior verbal and written communication skills.
  • Strong listening and interview skills and the ability to work in a non-traditional environment.
  • Strong innovative, problem-solving and analytical skills.
  • A self-starter capable of functioning in an autonomous manner.
  • Considerable knowledge of small to medium size business structures and operations or Investment Advisor’s business structures and operations.
  • Knowledge of process and continuous improvement concepts and techniques.
  • Extensive travel required.

    • Nice-to-have :

  • Previous experience in a variety of middle to senior management positions in Financial Services or Management Consulting.
  • CSC & CPH.
  • English and French.

    • 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.

    • Job Skills

    Career Development, Coaching Others, Communication, Customer Knowledge, Effectiveness Measurement, Group Problem Solving, Large Group Presentations, Marketing, Product Knowledge, Results-Oriented, Sales Activities, Sales Channels, Training and Development, Training Needs Analysis (TNA), Training People, Training Techniques.

    Additional Job Details

    Address : RBC CENTRE, 155 WELLINGTON ST W : TORONTO

    City : TORONTO

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2025-01-30

    Application Deadline : 2025-02-13

    Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above.

    Inclusion 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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