Education: Bachelor's degree
Experience: 3+ years
Our team continues to grow! The Senior 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 ("HNW") and ultra-high net worth ("UHNW") clients. The position primarily supports external Wealth Strategists located throughout the United States who are collaborating directly with Financial Advisors and their clients.
- Work closely with external Wealth Strategists, field leadership, service, and other support areas to ensure a collaborative support effort and exceptional client experience. Serve as a support resource for external Wealth Strategists for tax and estate planning, business succession planning, trust and charitable planning issues affecting HNW and UHNW clients. - In addition to supporting external Wealth Strategists, occasionally provide direct consulting, which could range from conference calls or meetings with Wealth Strategists and/or Financial Advisors, clients and their families, and client tax or legal counsel.
Serve as a subject matter expert developing educational content and providing training for Financial Advisors, other RBC employees, media, and outside centers of influence, such as attorneys and CPAs.
- Bachelor's degree - Strong analytical skills and excellent oral and written communication skills - 3 or more years of experience with wealth transfer planning
- JD, LLM, and/or CPA - Securities industry licenses 7 and 66 (or 7, 63, and 65). If not already licensed, obtaining such licensure will be required within six months of beginning employment at RBC.
- A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive
compensation - 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
The good-faith expected salary range for this position is $70,000 - $130,000, depending on various factors, such as: (i) candidate's education, experience, skills, and registration status; (ii) market conditions; and (iii) business needs. This salary range does not include other elements of total compensation, such as RBC's Short-Term Incentive Program.
Other benefits include: (i) a 401(k) program with company-matching contributions; (ii) health, dental, vision, life and disability insurance; and (iii) a paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC's high-performance culture - Enables collective achievement of our strategic goals - Generates sustainable shareholder returns and above market shareholder value
2026-08-28 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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This posting was published by Royal Bank of Canada (RBC) on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.