R

Royal Bank of Canada

Global banking, wealth management, and insurance

Wealth Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeShrewsbury, UKIn-person

About the Job

Requirements

  • Hold a Level 4 CII/CISI certification as a minimum.
  • Have a demonstrated track record as a successful Wealth Manager or Financial Planner, navigating complex areas with integrity and precision.
  • Have exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.

Responsibilities

  • Oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service.
  • Strengthen existing client relationships through proactive engagement and personalised financial strategies.
  • Drive revenue expansion by identifying and securing new client opportunities, leveraging expertise and networks.
  • Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions with support from the support team.
  • Expand the client base through strategic networking, referrals, and business development initiatives, contributing directly to team and individual revenue targets.
  • Articulate the suite of services, including investment strategies, trust solutions, and lending solutions, ensuring clients receive seamless advice.
  • Use digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.

Desired Qualifications

  • Progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) is preferred.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

Recently Posted Jobs

Explore more opportunities at Royal Bank of Canada

See more jobs