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Senior Wealth Management Advisor

2 months ago

Kitchener, Ontario, Canada Royal Bank of Canada> Full time

Position Overview

What is the opportunity?

We are seeking a Senior Wealth Management Advisor with a strong entrepreneurial spirit to enhance our dynamic team focused on the affluent market. Your primary responsibility will be to cultivate new relationships within our target demographic while nurturing existing high-value clients through a tailored and discreet approach to comprehensive wealth management strategies, sophisticated credit solutions, and banking services. As a leading private bank in Canada, we pride ourselves on delivering unparalleled service that exceeds client expectations.

Key Responsibilities

  • Embrace a growth-oriented mindset, concentrating on possibilities to drive profitable expansion through new client acquisition and providing an exceptional, personalized client experience.
  • Collaborate with your Client Relationship Team, including Private Banking Advisors and Associates, to manage daily banking requirements and work closely with credit structure managers for tailored credit solutions, fostering a team-oriented approach to meet client needs.
  • Develop a strategic plan aimed at achieving performance benchmarks for revenue growth and acquiring new qualifying households, while conducting client discovery activities that reflect the professionalism and expertise expected in this role.
  • As a proactive self-starter, leverage your internal and external networks to build a robust client portfolio and pipeline of prospects, while ensuring the maintenance of a high-quality client base through regular portfolio reviews to identify new business opportunities.
  • Effectively apply your knowledge of financial planning principles to create and implement comprehensive solutions that address client needs, in partnership with RBC investment and wealth planning professionals.
  • Evaluate and implement credit strategies as part of a holistic financial planning approach.
  • Take charge of resolving client issues, sourcing solutions, and utilizing expertise across RBC.
  • Maintain current skill sets and accreditations, staying informed about industry developments to meet client advisory needs while adhering to policies, legal standards, and ethical guidelines to protect both client and bank interests.

Qualifications

Essential Requirements:

  • A minimum of 5 years of experience in a client-facing role (personal or business) where you provided advice and solutions.
  • A solid understanding of credit and financial planning fundamentals.
  • A proven track record of sales achievements, business development, and effective relationship management within a collaborative team environment.
  • Ability to work autonomously to address complex issues and sensitive situations.
  • Investment Funds in Canada (IFIC) designation or willingness to obtain within 3 months.
  • Financial Planning designation (PFP or CFP) or commitment to obtain within 18 months.

Preferred Qualifications:

  • Experience in commercial or corporate banking.
  • Previous roles in direct financial planning.
  • Leadership experience in managing teams.
  • Additional qualifications such as an MBA, CFA, CPA, LLB, CSC, etc.

What We Offer

We thrive on the challenge to excel, fostering progressive thinking to drive growth, and collaborating to provide trusted advice that empowers our clients and enriches our communities. We value each other, strive for personal and professional growth, and work towards mutual success:

  • Engage in a dynamic, collaborative, and high-performing team environment.
  • Enjoy a flexible work setting where private bankers can balance virtual and in-person meetings based on client preferences.
  • Receive support for your development through coaching and management opportunities.
  • Benefit from a comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation.
  • Build meaningful relationships with clients.

Core Competencies

Account Management, Business Development, Client Engagement, High Net Worth Advisory, Investment Solutions, Mutual Funds.