Description
The Wealth Management Consultant provides external sales support for Financial Advisors and the RBC Wealth Management platform. This role involves working with field leadership and service teams to ensure coordinated support, and leading Client Strategies teams that include in-field and home office specialists. Key responsibilities include coaching Financial Advisors, developing marketing strategies, assisting in recruiting efforts, and driving strategic initiatives within branches and complexes.
What We're Looking For
Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.,Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions.,Develop a strong understanding of RBC's Investment Advisor Group policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing decisions.,Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business.,Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000.,Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts.,Lead and quarterback the Client Strategies Team to support the needs of the complex(es) and to drive strategic initiatives.,Partner with Complex Director to aid in creating a thriving Financial Advisor culture within the complex.,Partner with Branch Directors to drive strategic initiatives within branches.
Ideal Candidate
7+ years of industry experience.,Series 7 and 65 securities licenses.,Excellent understanding of the financial services industry and branch office/financial advising responsibilities.,Minimum of a four-year college degree.,MBA preferred.,Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM).,Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
40 hours/week
Benefits
Special Commitments
Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM).
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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