Investment Associate/Sr. Investment Associate
About The Position
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning. 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.
Requirements
- Minimum of 5 years of industry experience as a Registered Client Associate or related industry experience
- Series 7 and 66 (or 63/65)
Nice To Haves
- Previous experience in leadership
Responsibilities
- Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
- Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
- Performing contract administration support and resolving contract related issues.
- Developing new prospects, establishing clients, and finding opportunities to introduce RBC's products and services.
Benefits
- 401(k) program with company-matching contributions
- health, dental, vision, life and disability insurance
- paid time-off plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
