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For your reference, we have included the original job posting below.
Branch Director and Financial Consultant - Escondido, CA
Job Number:
25492495
Company Name:
RBC
Job Location:
Escondido, CA US
Job Category:
Accounting & Finance
Branch Director & Financial Consultant - Escondido, CA
Branch Director & Financial Consultant - Escondido, CA
Posting Start Date: October 12
2009
Job Category: Sales Management
Job Type: Full-Time
Employment Type: Regular - U.S.
Pay Type: Salaried
Exempt/ Non-Exempt: Exempt
Work Schedule:
Work Hours/ Week: 40
People Manager: Yes
Posting End Date: December 31
2009
Legal Entity: RBC Capital Markets Corp.
Work Environment: Regional Office
Location: California
City: Escondido
Office/ Branch Address: <insert work address>
Relocation Provided: No
Travel Percentage: 0
Fluent In:
Req ID#: 110250
Position Purpose: Provides day-to-day coaching to the financial consultants in his/her branch to help them develop their businesses. Areas of focus include, but are not limited to, RBC Wealth Management's platform and associated tools, business development and marketing ideas, and opportunities for involvement in the branch's community. Key Accountabilities: The branch director is responsible for providing leadership to the financial consultants in his/her branch and for actively supporting their efforts to build their businesses and effectively service their clients' needs. In addition, the branch director is responsible for limited day-to-day supervisory activities and serving as the branch's liaison to the complex director and corporate resources as necessary. He/she is also a financial consultant with his/her own book of business. Job Requirements: (Knowledge/ Experience): .Strong knowledge of the financial services industry. .Strong understanding of client investment needs, suitability and appropriate products. .Strong knowledge of industry rules and regulations. .Strong knowledge of RBC Wealth Management's policies and procedures. .Strong understanding of branch operations and associated policies and procedures. .Strong interpersonal skills. .Proven ability to influence and lead. .Strong presentation skills. .Direct experience as a financial consultant strongly preferred. .Must manage own clients and book of business in addition to providing leadership. .Series 7, 63/66 and 8 or 9/10 licenses. Additional licenses may be required.
Each role at RBC offers a variety of development opportunities that are critical to an individual's career growth. In this role, the successful candidate can expect to gain experience in generating revenue, building and manage client relationships and developing general product/client knowledge.
Must be eligible to work in the US without sponsorship and reside within 50 miles of office. Required Skills/ Competencies/ Attributes: Achievement Motivation,
Identifying Business Opportunities,
Business Acumen,
Impact and Influence,
Building Partnerships With Stakeholders,
Relationship Building Education: BA/BS
Required Accreditation(s):
Special Conditions: None Diversity: Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best - put clients first.
EOE/M/F/D/V About RBC: Interested in finding out more? Clickhere.
