Wealth Strategist

Job Description

What is the opportunity?

As a Wealth Strategist, your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience, as well as wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents and resources in gathering and maintaining assets of high-net-worth clients. Additionally, you will work closely with field leadership, service and support areas within Private Client Group (PCG) to ensure a collaborative support effort and exceptional client experience. Serve as a resource for Financial Advisors with issues affecting 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.

What will you do?

• Generate or coordinate 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.
• Develop and promote sales ideas and effective business practices, works with advisors to identify opportunities and capture money in motion
• Delivers the RBC planning client experience to clients with significant wealth and complex needs and consults with advisors on complex planning cases, provides estate, insurance and business succession planning and trust 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
• Proactively identifies short and long-term business-building activities for individual FAs and teams.
• Serve as a Subject Matter Expert of the planning process and concepts, including effective client discovery, retirement income planning, social security, medical costs, insurance concepts, liquidity needs, plan presentation and plan monitoring.
• Contributes content and presents on various topics integral to training and development deliverables for the wealth planning team, the client strategies team and across the firm.
• Contributes and develops 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?

Must-have

Nice-to-have

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.

The good-faith expected salary range for the above position is $110,000 - $190,000, 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 :

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address :

1211 6TH AVENUE : NEW YORK

City : New York

Country :

United States of America

Work hours / week : 40

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2025-08-28

Application Deadline :

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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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 jobs.rbc.com.