Wealth Management Consultant Job at Royal Bank of Canada, Minneapolis, MN

bUdZZ0VNQ25pVjlYaXU4WHNabVk5aU1u
  • Royal Bank of Canada
  • Minneapolis, MN

Job Description

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 curriculums 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?

Must-have

  • 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 work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM).
  • Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.

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 include competitive compensation and flexible benefits, such as 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 difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $85,000-150,000 for the Minneapolis location and $94,000-165,000 for the Chicago area , 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
  • Generates sustainable shareholder returns and above market shareholder 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

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:

2025-10-21

Application Deadline:

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

I nclusion 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.

Job Tags

Full time, Work at office, Immediate start, Home office, Flexible hours,

Similar Jobs

U.S. Physical Therapy

Exercise Science / Exercise Physiologist / Kinesiologist / Athletic Trainer -Industrial Injury Prevention (ATC, OT, PT, PTA, COTA, CEAS) Job at U.S. Physical Therapy

 ...industrial sports medicine, sports medicine, athletic trainer, AT, ATC, occupational therapist, OT, physical therapist, PT, DPT, kinesiologist, exercise physiologist, physical therapy assistant, PTA, safety, industrial ergonomics, office ergonomics, health & wellness, injury... 

Barclays

Banking Analyst Summer Internship Program 2027 Chicago Job at Barclays

 ...Job description Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for... 

LUXSHARE (A FOURTUNE 500 COMPANY)

Executive Assistant Job at LUXSHARE (A FOURTUNE 500 COMPANY)

Role Overview1. Provide daily executive support, including scheduling, calendar management, meeting coordination, and travel arrangements...  ...high-quality English documents, emails, and presentations3. Assist with cross-functional communication, confidential tasks, and project... 

DLM Pro

Class A CDL Driver - Heavy Haul Job at DLM Pro

 ...Job Title: Class A CDL Driver - Heavy Haul Company Overview: Join a team that values skilled drivers and prioritizes their success...  ...Refrigerators available upon request ~ Orientation package: Flights, car rentals, single rooms, and all meals covered (spouses welcome!)... 

GD Mission Systems

SDA Software Engineer Entry Level Job at GD Mission Systems

 ...this Position SDA Software Engineer Entry Level ID: 2025-69406 USA-AZ-Scottsdale...  ...Space Ground Solutions and the SDA GMI program, youll be a member of a cross-functional...  ...Applies principles and techniques of computer science, engineering, and mathematical analysis...