Internal Wealth Management Consultant
Top Benefits
About the role
**Job Description
What is the opportunity?
The Internal Wealth Management Consultant provides the primary internal sales support for the wealth management platform and our external Wealth Management Consultants. The purpose of this position is to increase PCG business by working with the Financial Advisors (FAs) to leverage their time, talents and resources. To partner with the external Wealth Management Consultants and focus on serving our Financial Advisors with issues affecting their clients. This position will be responsible to create, review and analyze reports, using software and other tools, to provide high level of service and sales support for Financial Advisors as well as external field support resources.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Assist external field consultants in supporting fee-based investment product business including generation of Wealth Management proposals. Coordinate sales and marketing efforts with field consultants to ensure appropriate FA coverage and a team approach to support.
- Partner with external consultants to proactively reach out to Financial Advisors and ensure their needs are being met before and after branch presentations, symposiums, complex/division events, etc.
- Develop strong understanding of fee-based policies and pricing structures to assist FAs in conducting the business appropriately and making profitable pricing decisions.
- Provide assistance to FAs utilizing Wealth Management resources including financial planning software, WealthPlan Analysis, Morningstar, AdvisoryLink, RBC Dashboard and the InfoNET.
- Develop and promote sales ideas and effective business practices.
- Coordinate responses to Foundation/Endowment Request for Proposals (RFPs). Use internal databases to write RFP responses and other tools to develop the asset allocation and Investment Policy Statements.
- Partner with practice management team to leverage services.
- Possess understanding of Private Client Group (PCG) products and services, and ability to communicate effectively cross departmentally.
- Assist FAs in the selection of appropriate product, program or service and answer general to in-depth questions regarding PCG areas.
- Work with product management to enhance, create or change existing products or programs by actively communicating feedback from the field or as issues occur in supporting PCG platforms.
- Maintain accurate, detailed reporting statistics and review regularly to measure firm metrics and client satisfaction.
What do you need to succeed?
Must-have
- A minimum of five years investment industry experience with at least three years investment consulting/wealth management experience preferred.
- Well grounded in portfolio management, asset allocation methodology and RBC Wealth Management’s platform.
- Strong verbal and written communication skills and customer service perspective.
- Bachelors degree or equivalent experience including 3-5 years in the financial services industry;
- Willingness to work on appropriate industry designations (CIMA/CFA/CFP).
- Series 7, 63/65 or 66.
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 good-faith expected salary range for the above position is $65,000 - $115,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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
Banking Products, Communication, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving, Information Capture, Interpersonal Relationship Management, Results-Oriented, Sales Activities, Tax Deferred Products
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:
2025-11-07
Application Deadline:
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Internal Wealth Management Consultant
Top Benefits
About the role
**Job Description
What is the opportunity?
The Internal Wealth Management Consultant provides the primary internal sales support for the wealth management platform and our external Wealth Management Consultants. The purpose of this position is to increase PCG business by working with the Financial Advisors (FAs) to leverage their time, talents and resources. To partner with the external Wealth Management Consultants and focus on serving our Financial Advisors with issues affecting their clients. This position will be responsible to create, review and analyze reports, using software and other tools, to provide high level of service and sales support for Financial Advisors as well as external field support resources.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Assist external field consultants in supporting fee-based investment product business including generation of Wealth Management proposals. Coordinate sales and marketing efforts with field consultants to ensure appropriate FA coverage and a team approach to support.
- Partner with external consultants to proactively reach out to Financial Advisors and ensure their needs are being met before and after branch presentations, symposiums, complex/division events, etc.
- Develop strong understanding of fee-based policies and pricing structures to assist FAs in conducting the business appropriately and making profitable pricing decisions.
- Provide assistance to FAs utilizing Wealth Management resources including financial planning software, WealthPlan Analysis, Morningstar, AdvisoryLink, RBC Dashboard and the InfoNET.
- Develop and promote sales ideas and effective business practices.
- Coordinate responses to Foundation/Endowment Request for Proposals (RFPs). Use internal databases to write RFP responses and other tools to develop the asset allocation and Investment Policy Statements.
- Partner with practice management team to leverage services.
- Possess understanding of Private Client Group (PCG) products and services, and ability to communicate effectively cross departmentally.
- Assist FAs in the selection of appropriate product, program or service and answer general to in-depth questions regarding PCG areas.
- Work with product management to enhance, create or change existing products or programs by actively communicating feedback from the field or as issues occur in supporting PCG platforms.
- Maintain accurate, detailed reporting statistics and review regularly to measure firm metrics and client satisfaction.
What do you need to succeed?
Must-have
- A minimum of five years investment industry experience with at least three years investment consulting/wealth management experience preferred.
- Well grounded in portfolio management, asset allocation methodology and RBC Wealth Management’s platform.
- Strong verbal and written communication skills and customer service perspective.
- Bachelors degree or equivalent experience including 3-5 years in the financial services industry;
- Willingness to work on appropriate industry designations (CIMA/CFA/CFP).
- Series 7, 63/65 or 66.
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 good-faith expected salary range for the above position is $65,000 - $115,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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
Banking Products, Communication, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving, Information Capture, Interpersonal Relationship Management, Results-Oriented, Sales Activities, Tax Deferred Products
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:
2025-11-07
Application Deadline:
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.