Wealth Management Consultant
Core
Provides primary external sales support for Financial Advisors and the RBC Wealth Management platform, leading Client Strategies teams to drive strategic initiatives and support complex needs.
Role type
Wealth Management Consultant (Team Lead)
Builds
Client strategies, training curriculums, and support for Financial Advisor recruiting and on-boarding.
Domain
Financial Services / Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Coaching Financial Advisors, developing training curriculums, assisting in closing IAG/mutual fund/insurance business, leading Client Strategies Team, partnering with Complex/Branch Directors, understanding investment advisor policies and pricing structures
Preferred skills
MBA, CIMA/CFA/CFP/AWM designations
Technologies
Microsoft Excel, Word, PowerPoint, Outlook
Responsibilities
Assist and coach Financial Advisors in utilizing the RBC Wealth Management platform, Develop understanding of investment advisor policies to assist in profitable pricing decisions, Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business, Lead and quarterback the Client Strategies Team to support complex needs, Partner with Complex Director to aid in creating a thriving Financial Advisor culture, Partner with Branch Directors to drive strategic initiatives within branches
Seniority
Senior, hands-on IC with team lead responsibilities