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Job Description
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
This job is posted in the San Francisco market, however, the candidate may be located in the major market cities -- San Francisco, Los Angeles, Phoenix, Denver, Dallas, Houston, Seattle, Chicago, Kansas City, Milwaukee, Minneapolis, Boston, Florida, New York, New Jersey, Philadelphia, etc. The reason for this is easy access to major airports as this position involves travel to all branches in the West Division. Expected travel 75% of time.
What will you do?
- Partner with branch, complex and divisional management teams to coordinate and execute a best-in-class onboarding experience
- Assist field leadership throughout the new recruit hiring process— includes new hire requirements and book of business vetting
- Assist in the onboarding of new FAs, support staff and clients
- Assist with integration of the new AOS platform into the onboarding process to accelerate account opening and the transition of client assets to RBC USWM
- Enhance the client experience by including other US Wealth Management key initiatives into the onboarding process
- Develop, update and maintain resources used internally within the team and with the field—such as procedures, templates, checklists and other resources
What do you need to succeed?
Must-have
- Bachelor’s degree or job related experience
- 1-3 years’ experience at a wealth management firm
- Proven dedication to and focus on client service
- Strong communication skills
- Strong ability to ask critical questions, anticipate problems/future needs, and take ownership
Nice-to-have
- Demonstrated experience supporting Financial Advisors and client associates at a wealth management firm
- Demonstrated experience working with different functional groups at a wealth management firm
- Series 7 and 66 (or ability to attain)
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
Job Skills
Accounting, Decision Making, Financial Analysis and Reporting, Financial Planning and Analysis (FP&A), Results-OrientedAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
