Wealth Strategist

Royal Bank of Canada; New York (NY); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Total rewards package with bonuses and

Coaching and development opportunities

Flexible work options

Job summary

RBC Wealth Management in New York is seeking a Wealth Strategist to integrate financial planning into client experience, focusing on wealth transfer and business planning for high-net-worth clients. You will collaborate with Financial Advisors to leverage their resources and drive asset growth, including complex estate and trust planning and multi-generational strategies.

You will train FAs on planning concepts, lead point-of-sale engagements, and develop content for training programs and

Qualifications

• 15+ years Financial Services industry experience
• 10+ years of in-depth expertise in estate or planning products
• Strong analytical skills with excellent oral and written communication
• Experience with design and implementation of training programs

Responsibilities

• Generate or coordinate creation of proposals focusing on wealth transfer goals and objectives, including estate, charitable and business succession planning
• Develop and promote sales ideas and effective business practices with advisors
• Delivers planning experience to high-net-worth clients and consults with advisors on complex cases
• Conducts point of sale presentations to drive holistic wealth planning
• Trains and motivates Financial Advisors on planning concepts and product solutions
• Identify short and long-term business-building activities for individual FAs and teams
• Serve as SME of the planning process including retirement, social security, liquidity, and plan monitoring
• Contribute content and deliver training material for wealth planning teams and firm-wide programs
• Develop original thought leadership content for clients, media, and advisors

Skills

Client Counseling

Customer Needs

Customer Service

Customer Service Management

Group Problem Solving

Long Term Planning

Multi-Level Communication

Product Services

Education

Bachelor's degree in business or related field

MBA

JD/CPA

CFP/ CPWA/ CLU / ChFC designation

Job description

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

• Bachelor's degree in business or related field, advance degree preferred
• 15+ years Financial Services industry experience
• 10+ years of in-depth expertise in estate or planning products
• Strong analytical skills with excellent oral and written communication skills including advanced presentation skills
• Experience with design and implementation of training programs

Nice-to-have

• JD and/or CPA
• MBA
• CFP, CPWA, CLU and/or ChFC designation
• Insurance Advanced Marketing experience
• Securities industry licenses 7 and 66 (or 7, 63 and 65) or the ability to obtain within 60 days

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 $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:

• Drives RBC’s high performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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

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

Inclusion 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.