Financial Advisor Transition Consultant

What is the opportunity?

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

This role requires travel 75% of the time. The candidate may be located in the following major market cities: Minneapolis, Chicago, Denver, Orlando, Fort Worth, Atlanta or Miami.

What will you do?

• 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  

What do you need to succeed?

Must-have

• Bachelor’s degree or job related experience

• 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
   

 Nice-to-have

• 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)
   

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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities  
• Access to a variety of job opportunities across business

For Denver and Minneapolis only: The good-faith expected salary range for the above position is $50,000 - $85,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.  This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

RBC’s compensation philosophy and principles recognize 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

For Chicago only: The good-faith expected salary range for the above position is $55,000 - $94,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.  This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

RBC’s compensation philosophy and principles recognize 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

Business Oriented, Communication, Group Problem Solving, Long Term Planning, Meeting Management, Organizational Change Management, Resource Coordination, Results-Oriented, Time Management, Waterfall Model

Additional Job Details

250 NICOLLET MALL:MINNEAPOLIS

Minneapolis

United States of America

40

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-12-12

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above