Senior Wealth Strategist

Royal Bank of Canada

Dallas, TX, United States of America
Base: not specified; bonus/equity: commissions + s...
Financial planning integration
Wealth transfer and business planning
Client experience management
As a Wealth Strategist, you will focus on comprehensive wealth and transfer planning for high-net-worth clients and collaborate closely with Financial Advisors and leadership to deliver exceptional client experiences

Job Summary

  • As a Wealth Strategist, you will focus on comprehensive wealth and transfer planning for high-net-worth clients and collaborate closely with Financial Advisors and leadership to deliver exceptional client experiences.
  • The role involves developing educational content, conducting client seminars and training sessions, and driving adoption of the RBC Wealth Planning Platform to support business growth and advisor development.
  • Royal Bank of Canada offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for career growth in a dynamic, collaborative, and high-performing team.

Matching Summary

As a Wealth Strategist, you will focus on comprehensive wealth and transfer planning for high-net-worth clients and collaborate closely with Financial Advisors and leadership to deliver exceptional client experiences.

Salary

Base: Not specified; Bonus/Equity: Commissions and stock where applicable; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Financial planning integration
  • Wealth transfer and business planning
  • Client experience management
  • Complex estate and trust planning
  • Financial advisor collaboration
  • Training program design and delivery

Nice-to-have

  • Advanced presentation skills
  • Strong customer service focus
  • Progressive team environment
  • Leadership coaching and development
  • Marketing experience
  • Collaborative support effort

Key Requirements

  • Bachelor's degree in business or related field
  • 15+ years Financial Services experience
  • 10+ years estate or planning product expertise
  • Securities licenses 7 and 66 or 7, 63 and 65
  • Experience designing training programs

Work Rights

Not specified

Tailored Resume

Cover Letter