Senior New Advisor Development Consultant jobs in United States
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RBC · 3 days ago

Senior New Advisor Development Consultant

RBC is a leading financial institution, and they are seeking a Senior New Advisor Development Consultant to onboard, train, and mentor new financial advisors. The role focuses on developing the AFA training program and guiding new advisors through essential business practices and growth strategies.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Coach and guide 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
Lead, facilitate and deliver workshops and programs for new financial advisors
Ensure that all training programs and initiatives are marketed to the appropriate audiences in a way that drives engagement and adoption. Lead and provide consistent internal communication regarding training offered
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 teams and lead advisors on hiring, managing compensation, cultivating, motivating and coaching new financial advisors
Partner with recruiting and field leaders on training, onboarding resources, policies and procedures

Qualification

Financial services experienceProgram management experienceTrainingCoachingRBC systems knowledgeWorkday administrationSeries 766 licensuresClient counselingInterpersonal skillsTime managementStorytelling

Required

Four year college degree + financial services or investment industry experience
10+ years in a role that provides direct instruction or guidance to employees, such as training, coaching or business support
10+ 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
Strong interpersonal skills, including being comfortable facilitating or speaking in front of large groups and influencing multiple levels within the organization

Preferred

Workday administration
Series 7 and 66 licensures
Experience as a financial advisor or in a role coaching financial advisors

Benefits

Discretionary bonus
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan

Company

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

H1B Sponsorship

RBC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
$16.3B
2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M

Leadership Team

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Graeme Hepworth
Chief Risk Officer
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Kelly Bradley
Chief Human Resources Officer
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Company data provided by crunchbase