Cameron Oates
RBC - Technology Applications Trainer
- Role
- Technology Applications Trainer at RBC Wealth Management
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Experience
Technology Applications Trainer
Jul 2025 — Present · Minneapolis, MN, US
As a Technology Applications Trainer at RBC Wealth Management, I support financial advisors and client associates across the Mid Atlantic Complex in adopting and optimizing RBC’s core technology platforms—including Salesforce, Addepar, RBC Dashboard, and other advisor-facing tools. My focus is on making technology more accessible, efficient, and impactful for client service and practice management.In this role, I: • Deliver tailored training and coaching through 1:1 sessions, Webex presentations, and onsite branch visits • Assist advisor teams in integrating tech tools into their daily workflows to streamline operations and enhance client experience • Develop and maintain training resources, best practices, and system documentation • Collaborate with internal stakeholders to support new technology rollouts and strategic adoption initiatives • Continue to build knowledge in the financial services and wealth management industry to better align tech training with business goalsThis role allows me to combine a passion for teaching and process improvement with a growing expertise in the financial services space—supporting RBC’s mission to help clients thrive and communities prosper.
Education
University of Minnesota
Bachelor's degree
2021 — 2025
Mound Westonka High School
Diploma of Education
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