The Senior Practice Management & Teams Consultant drives financial advisor productivity and development by providing coaching and consulting expertise focused on team health, practice efficiency, and transitions
Job Summary
The Senior Practice Management & Teams Consultant drives financial advisor productivity and development by providing coaching and consulting expertise focused on team health, practice efficiency, and transitions.
This role offers the opportunity to work in a dynamic, collaborative, and high-performing team with flexible work/life balance options and access to a comprehensive Total Rewards Program including bonuses and flexible benefits.
RBC values an inclusive workplace based on respect, belonging, and opportunity, supporting employee growth and delivering trusted advice to clients and communities.
Matching Summary
The Senior Practice Management & Teams Consultant drives financial advisor productivity and development by providing coaching and consulting expertise focused on team health, practice efficiency, and transitions.
Salary
Base: $90,000-$160,000; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits
Skills & Requirements
Must-have
Financial advisor coaching and consulting
Practice management expertise
Team dynamics and leadership
Business planning and segmentation
Effective communication skills
Project management and organizational skills
Proficiency with Microsoft Office
Nice-to-have
Collaboration and influencing skills
Negotiation and problem-solving skills
Client service and satisfaction focus
Ability to assess team success metrics
Presentation delivery skills
Dedicated team player
Flexible work/life balance
Key Requirements
Four year college degree
10+ years financial services or investment industry experience
5-7 years coaching and consulting financial advisors