Minneapolis, Minnesota, USA
16 days ago
Financial Advisor Transition Consultant

Job Summary

Job Description

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 experienceAssist 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 clientsAssist with integration of the new AOS platform into the onboarding process to accelerate account opening and the transition of client assets to RBC USWMEnhance the client experience by including other US Wealth Management key initiatives into the onboarding processDevelop, 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 experience1-3 years’ experience at a wealth management firmProven dedication to and focus on client serviceStrong communication skillsStrong 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 firmDemonstrated experience working with different functional groups at a wealth management firmSeries 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business


Denver Market: 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

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

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

Posted Date:

2024-12-12

Application Deadline:

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

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Confirm your E-mail: Send Email