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About the Role

This position is responsible for promoting advisory, fee-based program sales by educating brokers on programs, providing recommendations, service, and support to Financial Advisors (FAs). It also involves developing ease of doing business initiatives, assisting with risk monitoring, and conducting training programs. The role acts as a liaison between brokers and internal departments to resolve fee-based program issues.

Responsibilities

Support FAs using fee-based programs by providing product expertise and guidance on advisory, fee-based program features, appropriate usage, pricing, and tools.
Provide guidance to financial advisors with accounts appearing on the investment policy report.
Offer active support to help advisors understand the details of advisory programs and available options.
Troubleshoot information flow between operations, sales, portfolio implementation, program management, and other internal partners.
Assist in reviewing and supporting the onboarding of new recruits' advisory practices, including advisory program education and training.
Provide one-on-one and group product training to FAs and key support staff.
Assist in the development and implementation of training and education functions for FAs and branch support staff to increase productivity and field efficiencies.
Proactively organize and facilitate information flow to FAs regarding program changes, enhancements, and best practices for fee-based programs.
Partner with and promote internal teams by identifying opportunities for synergies and leverage to further FAs’ understanding and efficient use of programs.
Assist IAG Product Management on various projects as needed.

Requirements

Undergraduate degree in business or finance preferred.
3+ years of securities or financial markets experience required, with knowledge of fee-based business preferred.
Strong understanding of fee-based platforms and Financial Advisor needs.
Good problem-solving skills.
Strong customer service orientation.
Understanding of the retail sales process as it relates to fee-based programs.
Strong oral and written communication skills with the ability to influence and persuade colleagues and FAs across the organization.
Series 7, 63, 65, or 66 license or ability to obtain licensure.

Skills

Communication
Critical Thinking
Customer Service
Group Problem Solving
Interpersonal Relationship Management
Problem Management
Product Services
Teamwork
Training People
Written Communication

Location

250 NICOLLET MALL:MINNEAPOLIS
Minneapolis
United States of America

Work Type

Full time
Salaried

Experience Level

3+ years securities or financial markets experience

Education Level

Undergraduate degree in business or finance preferred

Salary/Compensations

$55,000-$95,000
Potential to earn more through RBC’s discretionary variable compensation program

Benefits

A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
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

About the Company

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy.
Applying to this posting allows you to express your interest in this current career opportunity at RBC.
Qualified applicants may be contacted to review their resume in more detail.