Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Wealth Strategist

Expired Job

Royal Bank Of Canada San Diego , CA 92140

Posted 3 months 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

Get Career Alerts

Stay in-the-know about great career opportunities at RBC. Sign up for Career Alerts and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

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

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Advisor Trainee 1 Wealth Brokerage Services

Wells Fargo

Posted 1 week ago

VIEW JOBS 12/5/2018 12:00:00 AM 2019-03-05T00:00 Job Description * This position is located in San Diego, CA. Relocation Assistance is not offered for this position. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. Job Description: The Financial Advisor in Training participates in the Wells Fargo Advisors financial advisor training program on a fulltime basis. The Financial Advisor in Training will be fully trained and supported with the tools and resources to build an individual practice to serve as an advisor to clients, providing sound financial advice and counsel consistent with the clients goals and risk tolerance, and meet organizational revenue targets. The Financial Advisor in Training will receive training on the WBS partnership model and partnership expectations within Wealth and with the Community Bank. Financial Advisors in Training must pass the Series 7 exam, the Series 66 (or combined 63 and 65), complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete the activity requirements of the program as preparation for becoming a full-time Financial Advisor. After the full-time structured training program has been successfully completed, team members will enter our FA Graduate Program and participate in the incentive compensation plan. IMPORTANT INFORMATION: * After submitting your application, please monitor your e-mail for future communications * Once your application is received, Wells Fargo will make initial contact with you via e-mail * Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile * If your contact information has changed, please update prior to applying to this position * Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo * Wells Fargo will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on their F-1 or other student visa status such as Optional Practical Training (OPT). Candidates must be authorized to work in the United States on a permanent basis. Required Qualifications * 1+ year of outside/inside sales or business development experience; or 2+ years of entrepreneurial experience or US military experience; or a BS/BA degree or higher with 6+ months of experience in financial services Desired Qualifications * High level of initiative and accountability * Experience developing and cultivating professional relationships * Good verbal, written, and interpersonal communication skills * Solid organizational, multi tasking, and prioritizing skills * Sales or sales support experience * FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) * Life, Health and Variable Annuity licenses, considering state law restrictions * Brokerage support exposure; preferably within a Wells Fargo Advisors (WFA) Group branch * Established network in the local market Job Expectations * Registration for FINRA Series 7 and Series 66 (or 63 & 65) or FINRA recognized equivalents must be obtained to remain in this position. * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WEALTH INV MGMT/WIM PSI 0077677 WEALTH INV MGMT/WIM PSI Wells Fargo San Diego CA

Wealth Strategist

Expired Job

Royal Bank Of Canada