Overview
In this Wealth Manager role you lead a dedicated client base of high‑net‑worth individuals, delivering holistic wealth solutions through strategic financial planning and advisory services. You will grow the book by leveraging your network and proactively engaging clients, while collaborating with a strong support team to ensure exceptional service. The role sits within RBC’s Wealth Management platform, contributing to revenue growth and scalable client outcomes. You will articulate our full suite of services and drive trusted, best‑in‑class advice.
Pay / Benefits
- Total Rewards Program
- bonuses
- flexible benefits
- competitive compensation
- coaching and development opportunities
Responsibilities
- Cultivate deep relationships with high‑net‑worth clients to deliver holistic wealth solutions with strong support
- Drive growth by expanding the client base through networking, referrals, and business development
- Articulate the RBC proposition and provide seamless, best‑in‑class advice across investments, trust and lending
- Leverage digital tools and process improvements to enhance efficiency, client adoption, and scalable growth
Key requirements
- Level 4 CII/CISI certification (with FP & Advice paper) as a minimum, with progress toward Level 6 or Chartered Wealth Manager preferred
- Proven track record as Wealth Manager/Financial Planner with experience in complex advice areas (tax, estate planning)
- Excellent communication, market insight, and trust‑building abilities
- Communication
- Trust-building
- Market insight
- Tax planning
- Estate planning
- Investment strategies
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