RBC Wealth Management
Jeremy Schmidt, CFP®, RICP®, AWMA® is a seasoned professional in organizational change management with extensive experience in the financial services industry. Currently serving as Sr. Manager of Organizational Change Management at RBC Wealth Management since February 2020, Jeremy has previously held significant roles at Thrivent from 2006 to 2019, including Change Management Leader where a successful change management strategy resulted in a 110% increase in Agile product teams. Jeremy has expertise in various methodologies such as ADKAR, Scrum@Scale, and SAFe, and has developed impactful business development programs and training initiatives throughout a career that began at Primerica Financial Services in 2002. Educational credentials include a Bachelor of Science in Business Computer Information Systems from St. Cloud State University, and multiple professional designations from The American College of Financial Services and the College for Financial Planning.
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RBC Wealth Management
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We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC. The information provided on this page is for general purposes only and does not constitute financial or legal advice. Please consult with your own professional advisor to discuss your specific financial needs. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media