Description
This role supports the focus on wealth transfer planning for high net worth (HNW) and ultra-high net worth (UHNW) clients at RBC. The Associate Wealth Strategist primarily assists external Wealth Strategists across the United States in collaborating with Financial Advisors and clients. Responsibilities include supporting tax and estate planning, business succession planning, trust and charitable planning, and occasionally providing direct client consulting.
What We're Looking For
Work closely with external Wealth Strategists, field leadership, service, and other support areas to ensure a collaborative support effort and exceptional client experience.,Serve as a support resource for external Wealth Strategists for tax and estate planning, business succession planning, trust and charitable planning issues affecting HNW and UHNW clients.,Occasionally provide direct consulting, which could range from conference calls or meetings with Wealth Strategists and/or Financial Advisors, clients and their families, and client tax or legal counsel.,Serve as a subject matter expert developing educational content and providing training for Financial Advisors, other RBC employees, media, and outside centers of influence, such as attorneys and CPAs.
Ideal Candidate
JD, LLM, and/or CPA (Nice-to-have),Securities industry licenses 7 and 66 (or 7, 63, and 65) (Nice-to-have, or required within six months of employment if not already licensed)
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
40 hours/week
Benefits
Special Commitments
Obtaining Securities industry licenses 7 and 66 (or 7, 63, and 65) within six months of beginning employment at RBC if not already licensed.
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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