Wealth Strategist - Cross Border
Description
This role at Royal Bank of Canada focuses on enhancing holistic cross-border financial planning and wealth transfer services for US-based clients. The strategist will primarily collaborate with Canadian Financial Advisors, providing expert product knowledge and serving as a key external sales contact for specialized products and services. Responsibilities include advising on complex financial, estate, gift, charitable, business succession, multi-generational planning, and strategies for concentrated equity positions and employee stock options. The role also involves developing thought leadership content, conducting training sessions, and supporting both Canadian and US-based advisor teams.
What We're Looking For
Perform thorough client discovery and data gathering to understand family, business, and financial circumstances.,Review client situations, short-term and long-term goals to develop strategic solutions for family, business, charitable giving (including Donor Advised Funds), international trusts, and wealth/legacy plans.,Generate proposals focusing on planning and wealth transfer objectives, incorporating tax observations.,Develop and promote sales ideas and effective business practices to identify opportunities and capture assets.,Deliver the RBC planning client experience to high-net-worth and ultra-high-net-worth clients with complex needs.,Consult with advisors on complex planning cases, including estate, insurance, business succession planning, and trust reviews.,Conduct 'point of sale' presentations with advisors to drive holistic wealth planning.,Contribute to and develop original thought leadership content for clients, media, Financial Advisors, and the firm.,Conduct targeted training and development programs focused on cross-border planning concepts.,Contribute content and present on various topics for the wealth planning and client strategies teams.,Assist and train both Canadian and US-based Financial Advisors on key cross-border financial planning concepts and product solutions.,Develop and maintain a regular communication plan to support US and Canadian-based teams.,Manage assigned territory, tracking and reporting weekly travel, business activities, and CRM requirements.
Ideal Candidate
Bachelor's degree in business or related field (advanced degree preferred),12+ years of Financial Services industry experience with significant expertise in estate or planning products,Cross-border planning and tax knowledge,In-depth knowledge of the financial services industry and securities industry licenses 7 and 66 (or 7, 63 and 65),Experience with design and implementation of training programs,Knowledge of vendors and their products/programs,JD and/or CPA (Nice-to-have),MBA (Nice-to-have),CFP, CPWA, CLU and/or ChFC designation (Nice-to-have),Insurance Advanced Marketing experience (Nice-to-have)
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
40 hours/week
Benefits
Special Commitments
Must be willing to travel
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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