Royal Bank of Canada

Wealth Management Consultant

Royal Bank of Canada$90K — $160K *
Clive, IA 50325In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of industry experience.
  • Series 7 and 65 securities licenses required.
  • Deep understanding of financial services and advising roles.
  • Bachelor's degree is mandatory; MBA preferred.
  • Commitment to obtaining additional relevant industry designations (CIMA/CFA/CFP/AWM).
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

Responsibilities

  • Assist and coach Financial Advisors in using the RBC platform effectively.
  • Develop and present training curriculum for Financial Advisors with product management teams.
  • Support Financial Advisors in closing business in IAG, mutual funds, and insurance/annuities.
  • Engage in client presentations for assets over $1 million.
  • Aid in the recruitment and onboarding of Financial Advisors alongside Complex and Branch Directors.
  • Lead the Client Strategies Team to fulfill complex needs and execute initiatives.
  • Collaborate with Complex Directors to foster a strong advisory culture.

Benefits

  • Comprehensive Total Rewards Program with competitive compensation.
  • Flexible benefits including a 401(k) with matching contributions.
  • Supportive leadership focused on your development.
  • Impactful work that makes a difference in the community.
  • Collaborative, dynamic, and high-performing team environment.
  • Challenging opportunities allowing for personal growth.
Full 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 $90,000-160,000, 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:

4001 WEST 114TH STREET:LEAWOOD

City:

Leawood

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-25

Application Deadline:

2026-08-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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