What is the Opportunity?

Wealth Management Canada (WMC) is on a journey to transform the end-to-end Advisor Desktop Experience (ADX) to enable our teams to focus on what matters most: providing our clients with the AA experience. As part of the end-to-end experience, Salesforce will be the central hub for our Advisors, connecting capability across client servicing, portfolio management, planning, and partnering with other businesses (e.g. PH&N, RT, Ins, private banking, retail and commercial banking).

The platform will deliver a simplified Advisor Desktop powered by artificial intelligence, enabling seamless client service, business growth, and productivity for teams.

As a Lead Digital Product Owner, you will act as a key horizontal contributor across the Salesforce Journeys and AI & Data (ADT) team, and our partner teams across Digital Wealth Management.

What will you do?

• Accelerate AI solutions and integrations within Advisor Desktop in close collaboration with the ADT team.

• Lead efforts to automate the workflow process across wealth management leveraging AI and other automation tools.

• Lead risk assessments and other compliance and regulatory items to ensure that the team remains within the organizations compliance and regulatory guidelines.

• Bridge the use cases across the Salesforce and ADT journeys to help better inform the decisions made.

• Ensure cohesion to a broader product vision across journeys as features and enhancements are implemented.

• Explore next generation technology and run POCs to ensure that the ADX team is on the cutting edge of innovative CRM technology.

• Work closely with training and enablement partners to ensure that team deliverables are communicated to end-users across journeys.

• Gather insights from Advisor teams, clients, and other stakeholders to continuously improve product features and performance.

• Define and track metrics to assess the effectiveness of each release, leveraging data to continuously improve the experience.

What will you need to succeed?

Must-Have

• Minimum 3 years of experience in a digital product.

• Experience in the financial services industry.

• An analytical mindset and experience analyzing digital technology to showcase business value and benefits realization.

• Demonstrated experience working effectively with agile cross functional teams, including technology, design and business stakeholders.

• Experience managing initiatives from conception through implementation, ensuring timely and successful delivery

Nice to Have

• RBC Organizational Awareness.

• Hands on Experience working with Salesforce FSC.

• Salesforce Certifications.

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

Agile Methodology, Business Case Design, Business Oriented, Communication, Decision Making, Long Term Planning, Process Management, Software Product Management, Software Quality Assurance (SQA), Time Management

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTOTorontoCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-12-192026-02-05

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 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.

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.