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Wealth Planning Consultant

Location
Des Moines, IA

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What is the opportunity?As a Wealth Planning Consultant with RBC Wealth Management you will play a key leadership role in integrating and driving the adoption of financial planning as part of the core client experience. This role will be responsible for supporting aggressive key business metrics including increasing Financial Advisor productivity, adoption of Wealth Planning protocols and tools, deepening client relationships through planning, increasing solutions and share of wallet with clients and delivering a profitable planning and service offering.What will you do?Drives adoption of financial planning approach and the new RBC Wealth Planning and educates and coaches advisors field leadership on fundamentals and importance of building a wealth planning practice and assist with more complicated planning cases and plan design.Serves as a Subject Matter Expert of the planning process and concepts including effective client discovery, retirement income planning, social security, medical costs, insurance concepts, plan presentation and plan monitoring are key success factors.Drives wealth planning activities across the planning continuum in support of business development, improved client experience, and deeper client relationships.Assists with complex client cases and helps close business using wealth planning. Guides peers, stakeholders and businesses in the prioritization, development and delivery of a coordinated wealth planning strategy through collaboration at all levels of management.Contributes regularly to the research and financial planning knowledge base that will be used for firm insights, white papers, marketing, media as well as educational and training events.Assists, trains, and motivates FAs to lead with planning and utilize the RBC Wealth Planning Platform and supports creation and delivery of client analyses and necessary research including serving as an expert resource for Wealth Management partners on client planning strategies directed to high net worth individuals.Ensures vendor and internal relationships are leveraged across strategic initiatives and training/educational/marketing campaigns and provides support as a subject-matter expert for a specific specialty or type of service.Collaborate with leaders across functions to promote department's capabilities. This flow of information of best practices to and from the department will improve communication, idea sharing and consistency in the solutions and experience delivered.What do you need to succeed?Must-haveBachelor's degree or equivalent experience with 10 years of related experience - direct client experience helpfulSeries 7 and 65 licensesWillingness to travel domestically up to 75%Nice-to-haveWillingness to work on appropriate industry licenses and/or other advanced industry designations (CIMA/CFA/CFP/AWM) preferredWhat'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.Client First: We will always earn the right to be our clients' first choiceCollaboration: We win as One RBCAccountability: We take ownership for personal and collective high performanceDiversity & Inclusion: We embrace diversity for innovation and growthIntegrity: We hold ourselves to the highest standards to build trustAbout RBCRoyal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional

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