Financial Advisor Transition Consultant

Financial Advisor Transition Consultant

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity. This role requires travel 75% of the time. The candidate may be in the following major market cities : Minneapolis, Chicago, Denver, Dallas, Houston, Fort Worth.

Partner with branch, complex, and divisional management teams to coordinate and execute a best-in-class onboarding experience Assist field leadership throughout the new recruit hiring process- includes new hire requirements and book of business vetting Assist in the onboarding of new FAs, support staff, and clients Assist with integration of the new AOS platform into the onboarding process to accelerate account opening and the transition of client assets to RBC USWM Enhance the client experience by including other US Wealth Management key initiatives into the onboarding process Develop, update, and maintain resources used internally within the team and with the field-such as procedures, templates, checklists, and other resources

Must-have Bachelor's degree or job-related experience Minimum of 1-3 years' experience at a wealth management firm Proven dedication to and focus on client service Strong communication skills Strong ability to ask critical questions, anticipate problems / future needs, and take ownership Nice-to-have Demonstrated experience supporting financial advisors and client associates at a wealth management firm Demonstrated experience working with different functional groups at a wealth management firm Series 7 and 66 (or ability to attain)

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 business