What are the responsibilities and job description for the Associate Financial Advisor position at Royal Bank of Canada>?
Job Summary
Job Description
What is the opportunity?
We have an exciting opportunity to join our Leawood, KS branch as an Associate Financial Advisor! This role is supporting a top Financial Advisor Team and will be focused on building deep connections with clients that will last for generations.
As an Associate Financial Advisor (AFA), you be building meaningful relationships daily. You will grow existing relationships and prospect to create new wealth management relationships. We provide a white-glove experience to our clients so consistency and professionalism are key to our success. Come ready to share your ideas with your entrepreneurial mindset and collaborate with our team working toward a unified goal. We need a self-starter, someone adaptable to dynamic markets and client sentiment and an always-on learning mindset.
If this feels like the right opportunity for you, we hope you consider applying to learn more!
What will you do?
- Study for and obtain the Associate Financial Advisor program’s required licensing
Study and pass series 7 exam
RBC tools and technology introduction
Implement specific coaching from the Associate Financial Advisor sales manager
Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor
What do you need to succeed?
Must-have
Nice-to-have
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address :
4001 WEST 114TH STREET : LEAWOOD
City : Leawood
Country :
United States of America
Work hours / week : Employment Type :
Full time
Platform : WEALTH MANAGEMENT
Job Type : Regular
Pay Type : Salaried
Posted Date : 2024-09-12
Application Deadline :
2025-01-31
Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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