Financial Advisor Transition Consultant

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. Job Description 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 in the following major market cities: Minneapolis, Chicago, Denver, Dallas, Houston, Fort Worth. 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 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 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? 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 The expected salary range for this particular position is $50,000-$85,000 in CO, GA, MN, TX, $55,000-$94,000 in IL 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. 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, and generates sustainable shareholder returns and above market shareholder value. Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment 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.

#J-18808-Ljbffr