Financial Advisor Transition Consultant

At RBC, our culture is deeply supportive and rich in opportunity and reward. In this role you will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. As a Financial Advisor Transition Consultant, you will partner with our recruiting teams and field leadership to provide a delightful and seamless experience to Advisors, their business, and clients’ onboarding to RBC Wealth Management.

• Partner with branch, complex and divisional management teams to coordinate and execute a best‑in‑class onboarding experience
• Assist field leadership throughout the new recruit hiring process—includes new hire requirements and book of business vetting
• Assist in the onboarding of new FAs, support staff and clients
• Assist with integration of the new AOS platform into the onboarding process to accelerate account opening and the transition of client assets to RBC USWM
• Enhance the client experience by including other US Wealth Management key initiatives into the onboarding process
• Develop, update and maintain resources used internally within the team and with the field—such as procedures, templates, checklists and other resources

• Bachelor’s degree or job‑related experience
• Minimum of 1–3 years’ experience at a wealth management firm
• Proven dedication to and focus on client service
• Strong communication skills
• Strong ability to ask critical questions, anticipate problems/future needs, and take ownership

• Demonstrated experience supporting financial advisors and client associates at a wealth management firm
• Demonstrated experience working with different functional groups at a wealth management firm
• Series 7 and 66 (or ability to attain)

• A comprehensive Total Rewards Program including competitive compensation and flexible benefits such as 401(k) program with company‑matching contributions, health, dental, vision, life, disability insurance, and paid‑time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $70,000–$120,000 (Chicago), $55,000–$95,000 (Denver, Minneapolis), depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

Accounting, Decision Making, Financial Planning and Analysis (FP&A), Financial Reporting and Analysis, Results‑Oriented

Address: 250 NICOLLET MALL: MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week: 40

Employment Type:

Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular

Pay Type:

Salaried

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.