Director, Wealth Manager; Wealth Planner​/Financial Planning

Overview

At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailored investments, strategic financial planning, trust services, credit solutions, and banking expertise. As part of our dynamic growth, the RBC Brewin Dolphin business is seeking a Director‑Level Wealth Manager to lead client relationships in Edinburgh and surrounding areas. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward‑thinking environment.

• Build lasting partnerships: cultivate deep relationships with high‑net‑worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions.
• Drive growth with impact: expand our client base through strategic networking, referrals, and business development initiatives, directly contributing to team and individual revenue targets.
• Champion the RBC proposition: articulate our comprehensive suite of services—including investment strategies, trust and lending solutions—with confidence and clarity.
• Operational excellence: harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.
• Team empowerment: lead, mentor, and develop a team, driving performance through coaching, goal‑setting, and alignment with RBC’s vision.

• Level 4 CII/CISI certification (with FP & Advice paper) as a minimum, with progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred.
• Demonstrated track record as a successful wealth manager / financial planner, navigating complex advice areas (e.g., tax, estate planning) with integrity and precision.
• Exceptional communication skills, market insight, and trust‑building abilities to become clients’ go‑to advisor.

• Experience in people management (preferred but not required). Willingness to manage team members in the future is key.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• Leadership support through coaching and opportunities for development.
• Opportunity to work with the best in the field.
• Ability to make a difference and lasting impact.
• Dynamic, collaborative, progressive and high‑performing team environment.

144 Morrison Street, Edinburgh, United Kingdom. 35 hours per week. Full‑time, 4 days in the office per week.