Posted yesterday
Director, Strategy
@ Royal Bank of Canada
Toronto, Ontario
Overview
Royal Bank of Canada is hiring a Director, Strategy to set horizontal strategy for CRM and branch platforms used by Canadian Banking advisors, linking Role Design, Technology and Personal and Commercial Banking partners. The work covers the roadmap for Client360 and Salesforce Financial Services Cloud, budgets, OKRs and risk management. The posting states a full-time salaried role of 37.5 hours per week in Toronto.
Responsibilities:
- Set strategic direction for CRM and branch platforms
- Define roadmap and track OKRs and KPIs
- Manage budgets and forecast funding needs
- Represent advisor community in enterprise tool development
- Partner with technology, procurement and vendors
Requirements summary:
- Deep Salesforce Financial Services Cloud expertise
- Business strategy and implementation bridge experience
- Expert knowledge of Client360
- Executive communication and presentation skills
- 10+ years of business experience
- 4+ years as product manager or in regional banking
Tools & skills
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-05
- First seen by our source
- 2026-11-06
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Director |
| Department | Business operations |
| Experience | 10+ years |
| Hours per week | 37.5 |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
| Fields of study | Business |
| Perks mentioned | Flexible hours, Performance bonus, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Royal Bank of Canada
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- LinkedIn followers
- 932,626
- People associated on LinkedIn
- 96,867
- Reported office locations
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Business categories
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Other recorded names
- Royal Bank of Canada
- RBC
- Specialties
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Profile identifies a recruitment agency
- No
- Reported total investment
- 22,251,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Open jobs on Jobsy | 1,096 |
| View page |
Job Description
What is the Opportunity?
This role establishes a strong link between Role Design, Technology partners, and Personal and Commercial Banking partners to enable the optimization, development, and delivery of digital tools and applications used by Canadian Banking advisors.
Primary Focus
- Drive horizontal strategy across all CRM and Branch Platforms to ensure integrated and consistent advisor experiences
- Work across LOBs, including Personal Bank, Commercial and Private Banking on defining strategic vision and transformational roadmap for next generation of use cases and capabilities
- Establishing the rigor for the ongoing management and evolution of the platform and realization of business benefits.
- Identify, assess, and proactively mitigate risks, developing contingency plans and ensure effective risk management across the portfolio.
- Manage budgets and financial planning in collaboration with finance and business management teams.
- Track approved funding spend, forecast future needs, and ensure cost efficiency across the delivery portfolio.
- Define and track product OKRs and KPIs, and drive the team to achieve them
- Ensure incremental adoption of relevant Client360 capabilities and further introduction of capabilities contained within Salesforce Financial Services Cloud®
- Staying up to date with the FSC products roadmap
- Advocate on behalf of the advisor community in the development of enterprise tools further contributing to Advisor efficiency and experience
- Driving collaboration with key internal functional partners
- Responsible for strategic alignment across major, Big Rock/large initiatives and digitization with Client360 Platform.
- Ensure technology roadmaps align with advisor needs, RBC strategic direction and enable engagement across preferred channels
- Establish and maintain strategic governance and reporting across platforms, driving alignment between business objectives and technology delivery
Secondary Focus
- Collaborate with AI team partners to integrate Actionable insights into the Advisor’s path into Client360 (and other Advisor platforms) for enabling pre-dive, post-dive and in the moment efficiencies and effectiveness
- Lead rapid POC development cycles with authority to "fail fast / scale fast," designing multi-agent interactions across vendor agents, enterprise agents, and native/internal agents to AI-enable advisors through integration to the existing suite of technologies used by advisors
- Act as Integrator to Client360 / Advisor Platform for agentic workflows—owning use case shaping through validated solution patterns, defining success metrics, and driving iteration based on advisor feedback and usage metrics
What Will You Do?
- Establish and maintain strategic direction across CRM and Branch Platforms, ensuring consistency and alignment with advisor needs
- Advocate on behalf of the advisor community in enterprise tool development and provide ongoing feedback loops
- Develop business-centric programs and reporting that enhance daily advisor operations
- Identify stakeholder needs, negotiate priorities across competing interests, and collaborate with developers/partners to implement requirements effectively
- Keep business and technology stakeholders apprised of roadmap status and gather feedback
- Deploy processes and technologies that safeguard Advisors and Clients (compliance and regulatory requirements)
- Conduct advisor research and act as the voice of the Advisor community in platform development
- Negotiate and prioritize enhancements to mitigate technical and financial risk
- Partner with Technology, Procurement, and third-party vendors to execute strategic initiatives
What Do You Need to Succeed?
Must Have:
- Deep Expertise in Salesforce Financial Services Cloud (FSC) Capabilities:
Demonstrates comprehensive knowledge of Salesforce FSC platform architecture, features, and capabilities (e.g., financial account management, financial deals, wealth management, customer data platforms). The ideal candidate should have hands-on experience leveraging FSC to drive business outcomes, understand current and emerging FSC capabilities, and possess the ability to assess how these capabilities can inform and accelerate the evolution of Client360. This includes staying current with Salesforce product roadmaps and identifying opportunities to integrate new FSC innovations into Client360's strategic direction.
- Business Strategy & Bridge from Strategy to Implementation
Exhibits strong strategic thinking combined with pragmatic execution capabilities. The candidate must be able to develop comprehensive business strategies aligned with organizational objectives while maintaining a keen understanding of implementation realities. This includes translating strategic visions into actionable roadmaps, managing stakeholder expectations, prioritizing initiatives based on business impact and resource constraints, and ensuring accountability for delivery. Experience in leading cross-functional teams to execute complex transformation programs is essential.
- Expert-Level Understanding of Client360 – Depth of Implemented Capabilities
Possesses deep, hands-on knowledge of Client360's current functionality, architecture, and implementations across diverse user groups and business units. The candidate should understand how different user personas leverage Client360, identify capability gaps, recognize overlaps, and articulate both strengths and limitations. This expertise enables informed decision-making about platform enhancements, feature prioritization, and strategic investments. The ability to draw on real-world implementation examples to validate strategy is critical.
- Exceptional Executive Communication & Presentation Skills
Capable of distilling complex technical and strategic concepts into compelling, clear narratives for C-suite and board-level audiences. The ideal candidate can prepare polished executive presentations, develop strategic briefs, and communicate across diverse stakeholder groups with varying levels of technical sophistication. This includes strong data storytelling, ability to frame business cases persuasively, and the confidence to present recommendations with conviction while remaining open to feedback.
- 10+ years of progressive business experience (preferably in financial services or relevant line of business)
- 4+ years as a Product Manager or field experience within Regional Banking
- Undergraduate degree in Business or related field
Nice-to-Have:
- User Experience and Advisor research expertise
- People management experience
- Post-graduate degree in Business or MBA
What's In It For You?
- Comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
- Leaders who support your development through coaching and mentoring
- Ability to drive meaningful, lasting impact across advisor and client experiences
- Dynamic, collaborative, progressive, and high-performing team environment
- World-class training program in financial services
- Opportunities to lead challenging, innovative initiatives
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 ManagementAdditional Job Details
Address:
RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-07-21Application Deadline:
2026-11-21Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Journal
Only you can see this. Kept on this device, and in your account when you sign in.