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
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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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