Job Description

What is the opportunity?

The Director, Advisor Core Platform, COE is responsible for day to day execution of work supporting advisor CRM technology (currently Salesforce.com Financial Services Cloud (a.k.a. Client 360) across Personal and Commercial Banking. In this role, the successful incumbent will act as CRM (Salesforce) expert/SME within the Advisor CRM and Digital Enablement team and work alongside the business to realize on-going business use cases and also be a key part of the Salesforce Center of Excellence (CoE) in delivery methodology, cross collaboration, knowledge sharing, and value realization.  The CRM specialist will need to ensure continuous improvement and enhancement our CRM platform, gathering requirements and feedback, designing scalable best practice solutions, and managing the product road map.  This role will provide technical leadership on the business side for the ongoing administration, support, maintenance and implementation of CRM platform. 

What will you do?

Key business expert contact for CRM platform (e.g., Salesforce) including:

All aspects of support, administration, user management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules

Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports

Sandbox environment management, DevOps/Release management 

Participate in, and contribute to the development of business-centric reporting that enhances both the daily operation of your business stakeholders.

Identify stakeholder needs, negotiate priorities between competing stakeholder interests, and collaborate with developers / partners to ensure that the requirements are implemented effectively and within defined time/budget. This would include Integration patterns required to reflect platform design against role family.

Identify, establish and maintain strategic relationships with key internal and external decision-makers and stakeholders. Influence or negotiate key product strategy decision points and milestones.

Data management to improve Salesforce data quality, implementing rules and automation as needed

Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer, User support tickets, Documentation of Admin Process and guides

Support for release management and PIVs

What do you need to succeed?

 Must have:

University Degree/Diploma or equivalent with 7+ years of experience working on medium-to-high complexity initiatives in a Salesforce Administrator role

Expert knowledge of CRM platform – Salesforce FSC

Salesforce Admin Certification or equivalent

Strong knowledge and experience with Agile Best Practices / Scrum methodologies.

Experience with Jira, Mural, Confluence and Service Now

Demonstrated ability to handle complex issues, problem solve and make decisions while dealing with ambiguity.

Proven success at driving deliverables to completion, exercising effective change management strategies and tactics.

Ability to work in a fast-paced environment with minimal supervision and proven people skills, with the ability to build strong relationships and proactively connect with colleagues and stakeholders.

Nice-to-have:

Work experience in Data Migration and Integrations in large scale implementations.

Prior work experience in preparing technical documentation and training

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

Flexible work/life balance options

Opportunities to do challenging work

Opportunities to take on progressively greater accountabilities

#TECHPJ

#LI-post

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:

2026-01-26

Application Deadline:

2026-02-09

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.

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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.