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Cameron Oates
Technology Applications Trainer @RBC Wealth Management
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WORK HISTORY
Technology Applications Trainer @RBC Wealth Management
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
Mound Westonka High School
Diploma of Education
ABOUT CAMERON OATES
RBC - Technology Applications Trainer
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