Wealth Strategist

Royal Bank Of Canada San Diego , CA 92140

Posted 1 week ago

What is the opportunity?

As a Wealth Strategist with RBC Wealth Management you will increase Private Client Group (PCG) estate and high-net worth client business by working with the Financial Advisors (FAs) to leverage their time, talents and resources in gathering and maintaining assets of high net worth and ultra-high net worth clients. Through the RBC planning process, you will provide expert product knowledge and consultation in addition to serving as the primary external sales for segment specific specialty products and services. You will work closely with field leadership, service and support areas within Private Client Group to ensure a collaborative support effort and exceptional client experience. You will serve as a resource for Financial Advisors with issues affecting ultra and high net worth clients, such as: complex financial, estate, gift and charitable planning, personal trust planning, business succession planning, multi-generational planning and strategies for dealing with concentrated equity positions and employee stock options. Consulting services could range from conference calls or personal meetings with Financial Advisors, individual clients and their families, and the client's outside legal and tax advisors. You will also act as a subject matter expert developing educational content and conducting client seminars and training sessions for Financial Advisors, other RBC Wealth Management employees, media and outside centers of influence, such as attorneys and Certified Public Accountants.

What will you do?

  • Consult Generates or coordinates creation of proposals focusing on client's wealth transfer goals and objectives, including estate, charitable and business succession planning solutions, helps recruit advisors and close business and develop and promote sales ideas and effective business practices, works with advisors to identify opportunities and capture money in motion.

  • Deliver the RBC planning client experience to clients with significant wealth and complex needs and consult with advisors on complex planning cases, provides estate, insurance and succession planning reviews.

  • Conducts "point of sale" presentations with advisors to help drive holistic wealth planning and solutions, coordinates other support as needed.

  • Assists, trains and motivates FAs on key financial planning concepts and product solutions to gather assets of high net worth clients and proactively identifies short and long-term business-building activities for individual FAs and teams.

  • Contacts top producing FAs regarding new sales, prospecting and training ideas.

  • Develops and follows a regular communication plan to support Divisional Directors, Complex Directors, Branch Directors and target FAs.

  • Manages assigned territory and tracks and reports weekly travel, business activities and CRM requirements and conduct targeted training and development programs and contribute content and presents on various topics integral to training and development deliverables for the wealth planning team and across the firm.

  • Contribute and develop original thought leadership content that will be utilized by clients, media, Financial Advisors and the firm to provide insights and a view on specific themes and planning concepts.

What do you need to succeed?


  • Bachelor's degree in business or related field, advance degree preferred with 15+ years Financial Services industry experience and 10+ years of in-depth expertise in estate or planning products

  • Securities industry licenses 7 and 66 (or 7, 63 and 65)

  • Experience with design and implementation of training programs and an in-depth knowledge of the financial services industry and branch office/financial advisor responsibilities

  • Knowledge of vendors and their products/programs

  • Excellent oral and written communication skills including advanced presentation skills with a strong customer service focus


  • JD and/or CPA is highly preferred

  • MBA

  • CFP, CLU and/or ChFC designation

  • Insurance Advanced Marketing experience

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.

  • Client First: We will always earn the right to be our clients' first choice

  • Collaboration: We win as One RBC

  • Accountability: We take ownership for personal and collective high performance

  • Diversity & Inclusion: We embrace diversity for innovation and growth

  • Integrity: We hold ourselves to the highest standards to build trust

About RBC

Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

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Inclusion and Equal Opportunity Employment

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: San Diego

Address: 655 W Broadway Suite 1000

Work Hours/Week: 40

Work Environment: Office

Employment Type: Regular - U.S.

Career Level: Experienced Hire/Professional

Pay Type: Salaried

Required Travel (%): 26-50

Exempt/Non-Exempt: Exempt

People Manager: No

Application Deadline: 09/23/2018

Req ID: 171102

Posting Notes: None

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Wealth Strategist

Royal Bank Of Canada