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2023 Fall Wmc Salesforce Migration Specialist (4 Months)

Company

RBC Wealth Management

Address Toronto, Ontario, Canada
Employment type FULL_TIME
Salary
Category Banking,Financial Services
Expires 2023-08-31
Posted at 9 months ago
Job Description
Come Work with Us!


At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title


2023 Fall WMC Salesforce Migration Specialist (4 months)



NOTE: This position requires mandatory travel across Canada as well as in-person office work. There will be opportunity to work from home when not travelling.


  • Meet with branch teams to support and assist in their individual switch between ClientView (old CRM) and Salesforce (new CRM)
  • Migration Specialists will be trained on Salesforce to help support set up of templates, reports, personalized views etc.
  • Will be provided with a migration "playbook" to help answer common migration questions when possible, or direct the questions to the appropriate channel
  • When not travelling, Migration Specialists will provide phone and email support to migrating teams
  • Travelling to branches across Canada to support Salesforce migrations


Job Summary


NOTE: This position requires mandatory travel across Canada as well as in-person office work. There will be opportunity to work from home when not travelling.


Fall students will operate as Migration Specialists to help facilitate the switch from ClientView CRM tool to Salesforce within the branches. Fall students will travel to branches across Canada to help onboard employees to the new tool and triage support needs. When not in branches physically, Fall Students will support branches remotely (either in Head Office or from home)


Address:


TORONTO, Ontario, Canada


City:


CAN-ON-TORONTO


Country:


Canada


Work hours/week:


37.5


Employment Type:


Full time


Platform:


Wealth Management


Job Type:


Student/Coop (Fixed Term)


Pay Type:


Salaried


Posted Date:


2023-07-12


Application Deadline:


2023-08-07


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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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 rbc.com/careers.