Job DescriptionWhat is the opportunity?Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra-high net worth ("UHNW") clients. The position primarily supports external Wealth Strategists located throughout the United States who are collaborating directly with Financial Advisors and their clients.
What will you do?- Work closely with external Wealth Strategists, field leadership, service, and other support areas to ensure a collaborative support effort and exceptional client experience. Serve as a support resource for external Wealth Strategists for tax and estate planning, business succession planning, trust and charitable planning issues affecting HNW and UHNW clients.
- In addition to supporting external Wealth Strategists, occasionally provide direct consulting, which could range from conference calls or meetings with Wealth Strategists and/or Financial Advisors, clients and their families, and client tax or legal counsel. Serve as a subject matter expert developing educational content and providing training for Financial Advisors, other RBC employees, media, and outside centers of influence, such as attorneys and CPAs.
What do you need to succeed?Must-have- Bachelor's degree
- Strong analytical skills and excellent oral and written communication skills
- 3 or more years of experience with wealth transfer planning
Nice-to-have- JD, LLM, and/or CPA
- Securities industry licenses 7 and 66 (or 7, 63, and 65). If not already licensed, obtaining such licensure will be required within six months of beginning employment at RBC.
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, flexible benefits, and competitive compensation
- 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 good-faith expected salary range for this position is $70,000 - $130,000, depending on various factors, such as: (i) candidate's education, experience, skills, and registration status; (ii) market conditions; and (iii) business needs. This salary range does not include other elements of total compensation, such as RBC's Short-Term Incentive Program. Other benefits include: (i) a 401(k) program with company-matching contributions; (ii) health, dental, vision, life and disability insurance; and (iii) a paid time-off plan.
Job SkillsAdditional Job DetailsAddress: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:2026-05-04
Application Deadline:2026-06-26
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
