More jobs:
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning
Job in
St Helens, Merseyside, L34 2GA, England, UK
Listed on 2026-07-31
Listing for:
Royal Bank of Canada
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Opportunity
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 Wealth Manager to lead client relationships in London and the South East. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward‑thinking environment.
Responsibilities- 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 with the support of an excellent support team.
- 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—from investment strategies to trust and lending solutions—with confidence and clarity, ensuring clients receive seamless, best‑in‑class advice.
- Operational excellence: harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.
- Hold a 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.
- A comprehensive Total Rewards Program, including bonuses, flexible benefits and competitive compensation.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high‑performing team.
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×