New Advisor Development Consultant

Provide proactive and reactive coaching, consulting, and training to new financial advisors, guiding them on essential skills and knowledge.,Serve as a mediator, facilitator, and consultant for advisors and teams to improve efficiency, growth, communication, and leadership.,Identify opportunities for increased effectiveness and efficiency with new financial advisors and provide coaching.,Offer direction and support for onboarding new financial advisors, including licensing, training courses, documentation, policies, procedures, and resources.,Act as a resource for field leadership regarding new advisor business development.,Lead, facilitate, and deliver workshops and programs for new financial advisors, ensuring engagement and adoption.,Develop, deliver, and project manage training for key new advisor initiatives and programs.,Contribute to the use of metrics, benchmarks, and regular reporting to track progress.,Provide guidance to branch and complex directors on hiring, managing compensation, cultivating, motivating, and coaching new financial advisors and teams.,Partner with recruiting and field leaders on training, onboarding resources, policies, and procedures.,Contribute to regular department meetings and improvement projects.,Four-year college degree.,Financial services or investment industry experience.,5+ years in a role providing direct instruction or guidance (training, coaching, business support).,5+ years of program or project management experience.,Broad knowledge of RBC systems, processes, and products or quick learning ability.,Proven dedication to client service and satisfaction.,Strong project management & organizational skills.,Ability to manage multiple projects/tasks simultaneously with tight deadlines.,Strong interpersonal skills, comfortable facilitating large groups and influencing.,Strong negotiation and problem-solving skills.,Excellent oral and written communication skills, including presentation development and delivery.,Ability to motivate others.,Conflict resolution skills.,Dedicated team player.,Proficiency with Microsoft Word, Excel, and PowerPoint.,Demonstrated experience coordinating local and distance training events.,Demonstrated success in managing comprehensive training initiatives (budgets, programs, resources, vendors).,Demonstrated interpersonal effectiveness and negotiation skills with high-level decision makers.

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Bachelor's Degree