RBC Capital Markets, LLC
Overview
What is the opportunity?
As a Wealth Strategist, your role focuses on integrating and driving the adoption of financial planning as part of the core client experience, and on wealth transfer and business planning for high-net-worth and ultra-high-net-worth clients. You will work with Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets. You will collaborate with field leadership and support areas within Private Client Group (PCG) to ensure a collaborative, exceptional client experience. You will serve as a resource for FAs on issues affecting high-net-worth clients—such as complex financial, estate, gift and charitable planning, personal trust planning, and business succession planning—and as a subject matter expert developing educational content and conducting client seminars and training sessions for FAs, RBC Wealth Management employees, media, and outside centers of influence (e.g., attorneys and CPAs). What will you do? Responsibilities
Comprehensive wealth and transfer planning for high-net-worth and ultra-high-net-worth clients (60%). Drives adoption of financial planning approach and the RBC Wealth Planning Platform. Generates or coordinates creation of proposals focused on wealth transfer goals, including estate, charitable, and business succession planning solutions; helps recruit advisors and close business. Develops and promotes sales ideas and effective business practices; works with advisors to identify opportunities and capture money in motion. Delivers the RBC planning client experience to clients with significant wealth and complex needs. Consults with advisors on complex planning cases, providing estate, insurance and business succession planning and trust reviews. Conducts point-of-sale presentations with advisors to drive holistic wealth planning and solutions; coordinates other support as needed. Content and educational contribution (20%). Contributes and develops original thought leadership content used by clients, media, Financial Advisors, and the firm to provide insights on specific themes and planning concepts. Conducts targeted training and development programs. Contributes content and presentations on topics integral to training and development deliverables for the wealth planning team, client strategies team, and across the firm. Financial Advisor Development (20%). Assists, trains, and motivates FAs on key financial planning concepts and product solutions to gather assets of high-net-worth clients. Identifies short- and long-term business-building activities for individual FAs and teams. Contacts top-producing FAs regarding new sales, prospecting, and training ideas. Develops and follows a regular communication plan to support Divisional Directors, Complex Directors, Branch Directors, and target FAs. Manages assigned territory and tracks/reports weekly travel, business activities, and CRM requirements. What do you need to succeed?
Must-have
Bachelor’s degree in business or related field; advanced degree preferred. 15+ years in Financial Services industry experience. 10+ years of in-depth expertise in estate or planning products. Securities licenses 7 and 66 (or 7, 63 and 65). Experience with design and implementation of training programs. In-depth knowledge of the financial services industry and branch office/financial advisor responsibilities. Knowledge of vendors and their products/programs. Strong analytical skills. Excellent oral and written communication skills including advanced presentation skills. Strong customer service focus. Nice-to-have
JD and/or CPA. MBA. CFP, CPWA, CLU and/or ChFC designation. Insurance Advanced Marketing experience. 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 the business. Job Skills Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services Additional Job Details Address:
1 COWBOYS WAY, FRISCO City:
Frisco Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2026-01-06 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 believe an inclusive workplace with diverse perspectives is core to our growth. RBC strives to deliver a workplace that fosters respect, belonging, and opportunity for all.
#J-18808-Ljbffr
What is the opportunity?
As a Wealth Strategist, your role focuses on integrating and driving the adoption of financial planning as part of the core client experience, and on wealth transfer and business planning for high-net-worth and ultra-high-net-worth clients. You will work with Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets. You will collaborate with field leadership and support areas within Private Client Group (PCG) to ensure a collaborative, exceptional client experience. You will serve as a resource for FAs on issues affecting high-net-worth clients—such as complex financial, estate, gift and charitable planning, personal trust planning, and business succession planning—and as a subject matter expert developing educational content and conducting client seminars and training sessions for FAs, RBC Wealth Management employees, media, and outside centers of influence (e.g., attorneys and CPAs). What will you do? Responsibilities
Comprehensive wealth and transfer planning for high-net-worth and ultra-high-net-worth clients (60%). Drives adoption of financial planning approach and the RBC Wealth Planning Platform. Generates or coordinates creation of proposals focused on wealth transfer goals, including estate, charitable, and business succession planning solutions; helps recruit advisors and close business. Develops and promotes sales ideas and effective business practices; works with advisors to identify opportunities and capture money in motion. Delivers the RBC planning client experience to clients with significant wealth and complex needs. Consults with advisors on complex planning cases, providing estate, insurance and business succession planning and trust reviews. Conducts point-of-sale presentations with advisors to drive holistic wealth planning and solutions; coordinates other support as needed. Content and educational contribution (20%). Contributes and develops original thought leadership content used by clients, media, Financial Advisors, and the firm to provide insights on specific themes and planning concepts. Conducts targeted training and development programs. Contributes content and presentations on topics integral to training and development deliverables for the wealth planning team, client strategies team, and across the firm. Financial Advisor Development (20%). Assists, trains, and motivates FAs on key financial planning concepts and product solutions to gather assets of high-net-worth clients. Identifies short- and long-term business-building activities for individual FAs and teams. Contacts top-producing FAs regarding new sales, prospecting, and training ideas. Develops and follows a regular communication plan to support Divisional Directors, Complex Directors, Branch Directors, and target FAs. Manages assigned territory and tracks/reports weekly travel, business activities, and CRM requirements. What do you need to succeed?
Must-have
Bachelor’s degree in business or related field; advanced degree preferred. 15+ years in Financial Services industry experience. 10+ years of in-depth expertise in estate or planning products. Securities licenses 7 and 66 (or 7, 63 and 65). Experience with design and implementation of training programs. In-depth knowledge of the financial services industry and branch office/financial advisor responsibilities. Knowledge of vendors and their products/programs. Strong analytical skills. Excellent oral and written communication skills including advanced presentation skills. Strong customer service focus. Nice-to-have
JD and/or CPA. MBA. CFP, CPWA, CLU and/or ChFC designation. Insurance Advanced Marketing experience. 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 the business. Job Skills Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services Additional Job Details Address:
1 COWBOYS WAY, FRISCO City:
Frisco Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2026-01-06 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 believe an inclusive workplace with diverse perspectives is core to our growth. RBC strives to deliver a workplace that fosters respect, belonging, and opportunity for all.
#J-18808-Ljbffr