RBC
Job Description
What is the opportunity? The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service and support areas within RBC’s Private Client Group to ensure a coordinated support effort. They serve as the team lead for the Client Strategies teams, which include a variety of in‑field and home‑office based specialists that are divided by area of expertise and regional coverage.
What will you do? Coaching
Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.
Assist product management teams in developing, planning and presenting curricula 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.
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.
What do you need to succeed?
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 obtain industry licenses and/or other designations (CIMA/CFA/CFP/AWM).
Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.
What’s in it for you?
A comprehensive Total Rewards Program including competitive compensation and flexible benefits such as a 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 lasting impact.
Work in a dynamic, collaborative, progressive, and high‑performing team.
Opportunities for challenging work and building close client relationships.
The expected salary range for this position in Minneapolis is $85,000–150,000 and in Chicago $94,000–165,000, depending on experience, skills, registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program, which increases total compensation if the business meets performance targets and you meet individual goals.
Compensation Philosophy
Drive RBC’s high‑performance culture.
Enable collective achievement of strategic goals.
Generate sustainable shareholder returns and above‑market value.
Job Skills
Communication, Critical Thinking.
Decision Making, Detail‑Oriented.
Fiduciary Management, Group Problem Solving.
Interpersonal Relationships, Investment Consulting, Investment Management.
Investment Performance Measurement, Private Banking, Results‑Oriented.
Trusts and Estate Planning.
Job Details • Address: 250 Nicollet Mall, Minneapolis, United States
• Work hours: 40 per week
• Employment type: Full time
• Platform: WEALTH MANAGEMENT
• Job type: Regular
• Pay type: Salaried
• Posted date: 2025-10-21
• Application deadline: 2025-10-20 11:59 PM
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. We strive to deliver a workplace based on respect, belonging and opportunity for all.
Inclusion & Equal Opportunity Employment. We are an Equal Opportunity Employer and consider all qualified applicants.
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What will you do? Coaching
Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.
Assist product management teams in developing, planning and presenting curricula 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.
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.
What do you need to succeed?
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 obtain industry licenses and/or other designations (CIMA/CFA/CFP/AWM).
Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.
What’s in it for you?
A comprehensive Total Rewards Program including competitive compensation and flexible benefits such as a 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 lasting impact.
Work in a dynamic, collaborative, progressive, and high‑performing team.
Opportunities for challenging work and building close client relationships.
The expected salary range for this position in Minneapolis is $85,000–150,000 and in Chicago $94,000–165,000, depending on experience, skills, registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program, which increases total compensation if the business meets performance targets and you meet individual goals.
Compensation Philosophy
Drive RBC’s high‑performance culture.
Enable collective achievement of strategic goals.
Generate sustainable shareholder returns and above‑market value.
Job Skills
Communication, Critical Thinking.
Decision Making, Detail‑Oriented.
Fiduciary Management, Group Problem Solving.
Interpersonal Relationships, Investment Consulting, Investment Management.
Investment Performance Measurement, Private Banking, Results‑Oriented.
Trusts and Estate Planning.
Job Details • Address: 250 Nicollet Mall, Minneapolis, United States
• Work hours: 40 per week
• Employment type: Full time
• Platform: WEALTH MANAGEMENT
• Job type: Regular
• Pay type: Salaried
• Posted date: 2025-10-21
• Application deadline: 2025-10-20 11:59 PM
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. We strive to deliver a workplace based on respect, belonging and opportunity for all.
Inclusion & Equal Opportunity Employment. We are an Equal Opportunity Employer and consider all qualified applicants.
#J-18808-Ljbffr