About Company
RBC (Royal Bank of Canada) is a global financial institution with a purpose-driven, principled approach to delivering leading performance. We are one of North America’s leading diversified financial services companies, and among the largest banks in the world, as measured by market capitalization. We provide personal and commercial banking, wealth management, insurance, investor services, and capital markets products and services globally. As a recognized leader in wealth management, RBC Wealth Management – U.S. has a long and storied history of providing comprehensive financial solutions to individuals, families, and businesses across the United States. Our culture is built on a foundation of integrity, client focus, and teamwork, empowering our financial advisors to deliver exceptional service and build lasting relationships based on trust and mutual respect. We are committed to fostering an inclusive environment where every employee can thrive and contribute to our collective success, helping clients achieve their financial goals and aspirations.
Job Description
Are you a driven, client-focused financial professional looking to make a significant impact on people’s financial futures? RBC Wealth Management is actively seeking an experienced and highly motivated Financial Advisor to join our growing team in Selbyville, Delaware. This is an exceptional opportunity for a talented individual to leverage RBC’s robust platform, extensive resources, and reputation for excellence to build and expand a thriving client practice. As a Financial Advisor, you will be instrumental in cultivating deep, meaningful relationships with individuals and families, understanding their unique financial situations, goals, and aspirations. You will be responsible for developing and implementing comprehensive financial plans tailored to meet their specific needs, guiding them through crucial life events, and helping them navigate market complexities with confidence.
We are looking for someone who is passionate about providing sound financial advice, possesses strong analytical skills, and demonstrates an unwavering commitment to client success. You will utilize a holistic approach to financial planning, encompassing investment management, retirement planning, estate planning strategies, risk management, and more. This role demands a proactive approach to business development, a proven ability to attract and retain clients, and a commitment to staying abreast of market trends and financial regulations. Join a firm that values your expertise, supports your growth, and provides the tools and collaborative environment you need to excel in your career and truly make a difference in the lives of your clients.
Key Responsibilities
- Develop and maintain strong, long-lasting client relationships through proactive communication and personalized service.
- Conduct comprehensive financial needs analyses to understand clients' current financial situations, goals, and risk tolerance.
- Design, implement, and monitor customized financial plans encompassing investment management, retirement planning, education funding, insurance, and estate planning strategies.
- Educate clients on various financial products and services, making suitable recommendations based on their individual objectives.
- Proactively identify and pursue new business opportunities to grow your client base through referrals, networking, and community involvement.
- Manage client portfolios, executing trades and rebalancing investments as needed to align with financial plans and market conditions.
- Stay informed about current market trends, economic conditions, and changes in financial regulations.
- Ensure all activities are conducted in full compliance with industry regulations and RBC policies.
- Collaborate with internal specialists (e.g., estate planners, insurance specialists) to provide integrated solutions to clients.
Required Skills
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- FINRA Series 7 and Series 66 (or Series 63 and 65) licenses are mandatory.
- State Life, Health, and Accident Insurance licenses required.
- Minimum of 3 years of experience as a Financial Advisor or similar client-facing role in financial services.
- Demonstrated ability to build and grow a book of business.
- Strong understanding of investment products, financial markets, and wealth management strategies.
- Excellent communication, interpersonal, and presentation skills.
- Proven ability to work independently and as part of a team.
- High ethical standards and a strong commitment to client best interests.
Preferred Qualifications
- Certified Financial Planner (CFP®) designation or willingness to obtain.
- Master's degree in a relevant field (e.g., MBA, MS Finance).
- Existing transferable book of business.
- Experience with financial planning software and CRM systems.
- Proven track record of exceeding sales and service targets.
Perks & Benefits
- Competitive base salary plus commission/bonus structure.
- Comprehensive health, dental, and vision insurance.
- 401(k) with company match.
- Generous paid time off and holidays.
- Ongoing professional development and training opportunities.
- Tuition reimbursement program for advanced certifications.
- Access to a wide range of proprietary and third-party financial products.
- Supportive team environment and collaborative culture.
- Employee assistance program.
- Work-life balance initiatives.
How to Apply
Interested candidates are encouraged to apply directly through our careers portal by clicking the link below. Please ensure your resume highlights your relevant experience and qualifications. We look forward to reviewing your application.