RBC · 8 hours ago
Product Consultant
Minneapolis, MN
Full-time
Onsite
Mid Level
$55K/yr - $95K/yr
3+ years expRBC is a leading bank committed to helping clients thrive and communities prosper. The Product Consultant role is responsible for promoting advisory program sales and providing support to Financial Advisors and Client Associates, while also developing training programs and ensuring effective communication between internal departments.
BankingFinancial ServicesWealth Management
Responsibilities
Support FAs using advisory programs by providing product expertise and guidance on program features, appropriate usage, pricing, and tools
Provide guidance to financial advisors with accounts appearing on the investment policy report
Troubleshoot information flow between operations, sales, program management and other internal partners
Develop relationships with external/internal partners that will enhance service and drive growth in program assets
Help review and support of onboarding new recruits including advisory program education and training
Actively contribute to the efforts surrounding ease of doing business to help ensure FA satisfaction with advisory programs
Become the voice of the client by evaluating field and client experiences and communicating program structure and policy recommendations to Product Management through anticipating problems and suggesting and implementing those solutions, as appropriate
Perform regular program maintenance or monitoring functions and ensure that existing tools, policies and procedures stay updated, working correctly and remain useful
Actively assist in the development and implementation of training and education functions for FAs and branch support staff designed to increase productivity and field efficiencies
Proactively organize and facilitate information flow to FAs regarding program changes, enhancements, and best practices for advisory programs
Partner with and promote Managed Portfolios Strategies group, Global Manager Research by identifying opportunities for synergies and leverage that will further FAs understanding and efficient use of programs
Support Advisor training and education on the advisory platform
Qualification
Required
Undergraduate degree in business or finance preferred
Minimum 3-5 years securities or financial markets experience required with knowledge of Advisory (fee-based) business preferred
Strong understanding of Advisory (fee-based) platforms and Financial Advisor expectations
Good problem solving skills
Strong customer service orientation
Preferred
Understanding of the retail sales process as it relates to Advisory (fee-based) programs
Strong oral and written communication skills with the ability to influence and persuade colleagues and FAs across the organization
Enjoy working in a fast-paced environment
Series 7, 63, 65 or 66 license or ability to get licensed
Benefits
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
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
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 CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
2026-01-17
Company data provided by crunchbase