What are the responsibilities and job description for the Senior Financial Associate position at Royal Bank of Canada>?
Job Summary
Job Description
What is the opportunity?
As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team’s business. You will have the ability to function independently on behalf of the FA Team with minimal direction.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Regularly gather new client accounts and build assets under management for FA Team.
- Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client’s investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions.
- Collect and analyze client’s financial information to educate new and existing clients; this may include introducing additional products and services.
- Monitor and evaluate clients’ investment needs and progress by reviewing transactions, monthly statements, market research and client contact.
- Promote business growth programs and services, develop detailed marketing plans for client acquisition and identify opportunities to improve sales effectiveness for FA Team.
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
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address :
18500 WEST CORPORATE DRIVE, SUITE 100 : BROOKFIELD
City : Brookfield
Country :
United States of America
Work hours / week : Employment Type :
Full time
Platform : WEALTH MANAGEMENT
Job Type : Regular
Pay Type : Salaried
Posted Date : 2025-02-24
Application Deadline :
2025-03-04
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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