What is the opportunity?

This role supports the Director, HEF Distribution in executing the HEF Distribution Strategy, with a focus on enabling seamless program administration, stakeholder coordination, and process improvements. The Manager will ensure effective end-to-end administration of Centres of Influence (COI) programs, drive operational excellence, and collaborate with cross-functional partners to deliver a consistent experience for internal and external stakeholders.

What will you do?

Program Administration & Support

• Manage the day-to-day operations of COI programs, including the Referral Awards Program and regional exception requests (e.g., Quebec National Program).

• Coordinate with internal teams (e.g., AML, VCSS, Sales, Policy) and external vendors (e.g., CMENT, Loyalty, ICD) to resolve escalations and ensure program compliance.

• Validate data for annual tax processes (e.g., T4A slips) and address participant inquiries.

• Design communication materials, sales processes, and promotional content for COI programs.

Stakeholder Engagement

• Act as a liaison between HEF Distribution, Sales teams, and external partners to ensure alignment on program goals.

• Support the Director in engaging with Regional Banking, Technology, Operations, and Risk teams to drive initiative execution.

Process Improvement & Analysis

• Analyze program performance and Sales Force feedback to identify opportunities for enhancement.

• Contribute to End-to-End process improvements to empower generalists in Branch, Financial Planning, and Private Banking.

• Support the Monthly Business Review (MBR) process as well as other reporting tasks as required.

Strategic Initiative Support

• Assist in refreshing the COI Strategy, powered by Houseful, to strengthen partnerships in the homebuying journey.

• Support the development and execution of multi-year roadmaps for HEF Distribution initiatives.

What do you need to succeed?

Must have:

• 5+ years of experience in financial services, with a focus on program/project management or distribution operations.

• Proven ability to manage complex, multi-stakeholder initiatives and resolve cross-functional escalations.

• Strong analytical skills, with experience in process improvement and data validation.

• Excellent communication and collaboration abilities, with a track record of partnering with internal/external teams.

• University degree or equivalent work experience.

Nice to have:

• Home Equity Finance or mortgage industry experience.

• Familiarity with sales operations, tax processes, or vendor management.

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.

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

Job Skills

Analytical Thinking, Business Acumen, Critical Thinking, Cross-Functional Teamwork, Decision Making, Detail-Oriented, Group Problem Solving, Keenness to Learn, Long Term Planning, Proactive Problem Solving, Process Improvements, Professional Presentation, Professional Speaking, Project Management, Strategic Thinking, Team Communication

Additional Job Details

RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTOTorontoCanada37.5Full timePERSONAL & COMMERCIAL BANKINGRegularSalaried2026-01-052026-01-24

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.