Job Summary

• The Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth and ultra-high net worth clients.
• The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation along with opportunities for professional development and impactful work.
• RBC fosters an inclusive workplace that values diverse perspectives and supports employees to perform at their best, collaborate effectively, and grow professionally.

Matching Summary

Salary

Base: $70,000 - $130,000; Bonus/Equity: Not specified; Benefits: 401(k) with company match, health, dental, vision, life and disability insurance, paid time off

Skills & Requirements

Key Requirements

• Bachelor's degree
• 3 or more years of wealth transfer planning experience
• JD, LLM, and/or CPA preferred
• Securities industry licenses 7 and 66 or 7, 63, and 65 required within six months

Work Rights