Wealth Management Consultant

Overview

The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works with field leadership and service and support areas within RBC’s Private Client Group to ensure coordinated support. They serve as the team lead for the Client Strategies teams, including a variety of in-field and home office based specialists divided by area of expertise and regional coverage.

Coaching:

• 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.

Marketing:

• 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 onboarding 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.

Recruiting:

• Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts.

Strategy:

• 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.

Must-have

• 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.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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 position is $85, for the Minneapolis location and $94, for the Chicago area, 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 allows you to increase your total compensation if the business meets its targets and you meet your goals.

RBC’s compensation philosophy recognizes the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

• Communication
• Critical Thinking
• Decision Making
• Detail-Oriented
• Fiduciary Management
• Group Problem Solving
• Interpersonal Relationships
• Inv…