Financial Advisor Transition Consultant

Job Summary

Job Description

What is the opportunity?

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, Atlanta or New York.

What will you do?

• 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  

What do you need to succeed?

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)

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 business

The expected salary range for this particular position is $50,000-$85,000 in CO, GA, MN, TX, $55,000-$94,000 in IL, and $65,000-$105,000 in NY 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

Accounting, Decision Making, Financial Planning and Analysis (FP&A), Financial Reporting and Analysis, Results-Oriented

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:

2025-07-24

Application D