Job Listing
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| Job ID: 14038198 |
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| Job Location: |
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| How to Apply: | To see employer contact information, log in or register. |
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| Job Title: | New Advisor Development Consultant |
| Work Type: | Work Days: Work Vary: Yes , Shift: Other, Hours Per Week: 40, Work Type: Regular |
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| Salary Offered: | Unspecified |
| Benefits: | Unspecified. |
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| Physical Required: | Unspecified |
| Drug Testing Required: | Unspecified |
| Education Required: | High School Diploma/GED |
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| Experience Required: | Unspecified |
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| Required Skills: | Please see the job description for information about required job skills. |
| Preferred Skills: |
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| Job Description: |
Job Summary
Job Description
What is the opportunity?
The New Advisor Development Consultant will onboard, train, coach, consult and develop new financial advisors in years 1-5, with a deep focus on our Associate Financial Advisors (AFAs).
What will you do?
Provide proactive and reactive coaching, consulting and training to new financial advisors (60%)
Coaching and guiding new advisors on skills and knowledge needed to begin and enhance their career as a financial advisor.
Serve as a mediator, facilitator and consultant with advisors and teams through a process which focuses on efficiency, growth, communication and leadership.
Work with others in the department, field leadership and regional consulting teams to identify and work with target new financial advisors.
Proactively identify opportunities for increased effectiveness and efficiency with new financial advisors and provide coaching related to those specific opportunities.
Provide direction and support in the onboarding and orientation of new financial advisors, items such as licensing, training courses, documenting activities, policies, procedures, and resources.
Act as a resource to field leadership relative to new advisor business development.
Document activities and engagements.
Develop and lead workshops, calls and events (20%)
Lead, facilitate and deliver workshops and programs for new financial advisors.
Provide energy, excitement and motivation when hosting and facilitating new advisor training and development offerings.
Ensure that all training programs and initiatives are marketed to the appropriate audiences in a way that drives engagement and adoption. Provide consistent internal communication regarding training offered.
Develop, deliver and project manage training for key new advisor initiatives/programs (20%)
Work closely with other members of the Field Advancement team to share best practices and to discuss challenges and solutions.
Contribute to the use of metrics, benchmarks and regular reporting to track progress and business results for coaching engagements and other department initiatives.
Provide guidance to lead advisors, branch directors and complex directors on hiring, managing compensation, cultivating, motivating and coaching new financial advisors.
Partner with recruiting and field leaders on training, onboarding resources, policies and procedures.
Contribute to regular department meetings and departmental improvement projects.
Other special assignments as needed.
What do you need to succeed?
Must-have
Four year college degree
Financial services or investment industry experience
5+ years in a role that provides direct instruction or guidance to employees, such as training, coaching or business support
5+ years of program or project management experience
Broad knowledge of RBC systems, processes and products or the ability to learn new systems quickly and independently
Proven dedication to and focus on client service and satisfaction
Strong project management & organizational skills
Ability to manage multiple projects and tasks simultaneously with tight deadlines and competing priorities
Strong interpersonal skills, including being comfortable facilitating or speaking in front of large groups and influencing multiple levels within the organization
Strong negotiation and problem-solving skills
Excellent oral and written communication skills, including proven presentation development and delivery skills
Ability to motivate others
Conflict resolution skills
Dedicated team player, willing to assist where necessary to make the team successful
Proficiency with Microsoft Word, Excel and PowerPoint
Demonstrated experience coordinating local and distance training events and programs.
Demonstrated success in managing comprehensive successful training initiatives and programs (e.g., budgets, programs, resources, vendors).
Nice-to-have
Workday administration
SIE, Series 7, and 66 licensures or willingness to obtain
Experience as a financial advisor or in a role coaching financial advisors
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
Business Case Design, Consulting, Customer Success, Data Gathering Analysis, Decision Making, Group Problem Solving, Solution Evaluation, Storytelling, Time Management, Training Needs Analysis (TNA)
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-04-15
Application Deadline:
2024-05-06
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 .
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.
Refer to ID 79107360 when applying |
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