Internal Wealth Management Consultant

Job DescriptionThe Internal Wealth Management Consultant provides the primary internal sales support for the wealth management platform and our external Wealth Management Consultants. The purpose of this position is to increase PCG business by working with the Financial Advisors (FAs) to leverage their time, talents and resources. To partner with the external Wealth Management Consultants and focus on serving our Financial Advisors with issues affecting their clients. This position will be responsible to create, review and analyze reports, using software and other tools, to provide high level of service and sales support for Financial Advisors as well as external field support resources.At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.What is the opportunity?The Internal Wealth Management Consultant provides the primary internal sales support for the wealth management platform and our external Wealth Management Consultants. The purpose of this position is to increase PCG business by working with the Financial Advisors (FAs) to leverage their time, talents and resources. To partner with the external Wealth Management Consultants and focus on serving our Financial Advisors with issues affecting their clients. This position will be responsible to create, review and analyze reports, using software and other tools, to provide high level of service and sales support for Financial Advisors as well as external field support resources.What will you do?Assist external field consultants in supporting fee-based investment product business including generation of Wealth Management proposals. Coordinate sales and marketing efforts with field consultants to ensure appropriate FA coverage and a team approach to support.Partner with external consultants to proactively reach out to Financial Advisors and ensure their needs are being met before and after branch presentations, symposiums, complex/division events, etc.Develop strong understanding of fee-based policies and pricing structures to assist FAs in conducting the business appropriately and making profitable pricing decisions.Provide assistance to FAs utilizing Wealth Management resources including financial planning software, WealthPlan Analysis, Morningstar, AdvisoryLink, RBC Dashboard and the InfoNET.Develop and promote sales ideas and effective business practices.Coordinate responses to Foundation/Endowment Request for Proposals (RFPs). Use internal databases to write RFP responses and other tools to develop the asset allocation and Investment Policy Statements.Partner with practice management team to leverage services.Possess understanding of Private Client Group (PCG) products and services, and ability to communicate effectively cross departmentally.Assist FAs in the selection of appropriate product, program or service and answer general to in-depth questions regarding PCG areas.Work with product management to enhance, create or change existing products or programs by actively communicating feedback from the field or as issues occur in supporting PCG platforms.Maintain accurate, detailed reporting statistics and review regularly to measure firm metrics and client satisfaction.What do you need to succeed?Must-haveA minimum of five years investment industry experience with at least three years investment consulting/wealth management experience preferred.Well grounded in portfolio management, asset allocation methodology and RBC Wealth Management's platform.Strong verbal and written communication skills and customer service perspective.Bachelor's degree or equivalent experience including 3-5 years in the financial services industry;Willingness to work on appropriate industry designations (CIMA/CFA/CFP).Series 7, 63/65 or 66.What's in it for you?A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across businessThe good-faith expected salary range for the above position is $70,000 - $130,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.Job SkillsBanking ProductsCommunicationCritical ThinkingCustomer ServiceDetail-OrientedGroup Problem SolvingInformation CaptureInterpersonal Relationship ManagementResults-OrientedSales ActivitiesTax-Deferred ProductsAdditional Job DetailsAddress: 250 NICOLLET MALL, MINNEAPOLISCity: MinneapolisCountry: United States of AmericaWork hours/week: 40Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-05-01Application Deadline: 2026-06-26J-18808-Ljbffr