• Manage the onboarding lifecycle from kickoff to activation. • Guide customers through platform setup, integrations, and program configuration. • Deliver onboarding sessions and training to clients. • Ensure customers follow best practices for successful program setup. • Identify and resolve common onboarding challenges. • Maintain project timelines and ensure milestone completion. • Collaborate with internal teams, including Integration Engineering, Sales, and Customer Success. • Leverage onboarding playbooks, templates, and scalable resources. • Track onboarding progress and communicate status to stakeholders.

Job Description What is the opportunity? As Product Owner, you will manage and support the Client Account Modernization (CAM) capability and initiatives for Wealth Management Canada (WMC). You will support a variety of client onboarding and account maintenance related initiatives, working with various WMC business groups and in close collaboration with IT, Training, Branch staff, and Operations. The role of Product Owner fills a critical product management and leadership requirement and will assist leadership with continual product management and distribution of our vision to all WMC lines of business. You will help ensure success of the CAM program to deliver high quality, simple, and effective changes to our field while mitigating firm risk exposure. Note: Position is available for coverage anywhere in Canada. What will you do? - Help develop the vision of Client Account Modernization and establish project priorities for WMC/Product backlog items - Continually refine and prioritize items in the Product Backlog to best align with program goals and timelines - Optimize the value of the work the development team performs - Ensure the Product Backlog is visible, transparent, and clear to all, and shows what the scrum team will work on next - Ensure the Development Team understands items in the Product Backlog to the appropriate level - Collaborate with stakeholders across IT, Operations, Compliance and the various business areas (DS, PHN, Fee Based, Family Office Services, Change Management, Training, Communications, User Engagement, etc) to ensure all voices are heard and requirements understood - Helping to drive adoption of the tools that are implemented in the field What do you need to succeed? Must haves: - Wealth Management Canada domain knowledge, particularly related to account opening systems, processes, and documentation (ClientSource, COB) - Minimum 4 years front office experience with DS or PHN - Strong communication skills, both written and verbal, and ability to deliver presentations - Excellent collaborator and stakeholder management experience - Strategic mindset who challenges status quo - Project Management experience Nice-to-have: - Agile experience 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 Business Oriented, Communication, Group Problem Solving, Long Term Planning, Meeting Management, Organizational Change Management, Resource Coordination, Results-Oriented, Time Management, Waterfall Model Additional Job Details Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TorontoCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-02-03Application Deadline: 2026-05-04Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs. Pay Range The expected pay range for this position is: $67,000.00 - $110,000.00 The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals. 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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.

Role Description As a Specialist, Onboarding, you are a professional who thrives in ensuring a seamless and positive onboarding experience for our service professionals (our Pros) to our platform. You are responsible for coordinating and facilitating customer onboarding, while providing exceptional customer service and answering Pros' questions and concerns. - Own relationship during initial onboarding phase for new Pros including account activation and transition, adoption and product utilization, relationship building, and delivery of product and service value. - Serve as the primary and dedicated resource for Pros during their early lifecycle, ensuring a smooth transition from sales through onboarding. - Reinforce and “resell” the value of HCP, helping Pros build confidence in their decision and driving early product adoption. - Effectively communicate client information, trends, and feedback across teams (i.e. Sales, Marketing, Engineering, and Tech Support). - Partner cross-functionally to support Pro success, especially collaborating with Account Managers to mitigate risk, drive retention, and ensure long-term growth. - Develop, prepare, and nurture our Pros for advocacy, using a consultative and empathetic approach. - Identify opportunities for expansion, recommend areas for improvement, and proactively look for ways to better our Pros experience. - Manage details, timelines, and action to drive efficiency. - Improve our Pros opportunities by leveraging qualitative and quantitative analysis. - Develop processes that distinguish our brand by exceeding customer expectations in support delivery. - Eloquently troubleshoot technical issues, have deep product knowledge, and think outside the box for solutions. Qualifications - 1-3+ years experience in full-time customer success, implementation or sales. - Bachelor's degree or equivalent experience in a related field. - Proven success in developing relationships with new customers and exceeding success metrics. - Ability to work the scheduled shifts: Monday - Friday 11am-8pm PST. - Advanced English proficiency. Requirements - Self-starter with motivation, drive, and ability to work in a fast-paced environment. - Strong problem-solving skills. - Excellent written and verbal communication skills. - Prompt attention to detail. - Strong time management and organizational skills. - Experience using AI tools to increase quality and efficiency of work. Benefits - Health care insurance (medical, dental, vision, disability). - Employee assistance program. - 401(K). - Flexible time off. - Paid parental leave. - Tech reimbursement. - Other company benefits.

• Manage the end-to-end onboarding process for new Wagepoint clients, guiding them from account submission through to a successful first payroll run. • Ensure payroll accounts are configured accurately and in full compliance with Wagepoint policies and government requirements. • Deliver clear, effective training through calls, emails, and online sessions to help clients confidently navigate Wagepoint’s payroll platform. • Track, document, and resolve onboarding issues by collaborating with Sales, Risk, and Support teams to keep clients on track. • Maintain complete and accurate onboarding records, including setup instructions, support notes, and system configurations in internal tools. • Identify pain points and recurring issues in the onboarding journey and recommend improvements to streamline the process and enhance the client experience.