Senior Business Associate

Royal Bank of Canada • Atlanta, GA

257d

About The Position

As a Senior Business Associate, you will be working with a large producing Financial Advisor or team of Financial Advisors (FA) as you help provide sales support, review investment data and provide high-quality analytics to the FA team. 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 industry experience with an excellent understanding of the stock market, investments and retirement plans.
• Working knowledge of fixed income products, equities, mutual funds, insurance and annuities.
• In-depth knowledge of investments, regulatory policies and procedures and ability to analyze client portfolios.
• Series 7 and 66 (or 63/65) licenses and state licenses as deemed necessary.
• Quantitative and Financial research and analysis experience and someone who is detail oriented.
• Excellent interpersonal verbal and written communication skills.
• Able to independently manage multiple demands and competing priorities.

Responsibilities

• Develop customized asset allocation strategies and investment solutions and evaluate the investment performance data against appropriate benchmarks (e.g., index or industry).
• Analyze and interpret portfolio performance reports, in conjunction with information gathered from WM research and other external parties, and make recommendations to the FA for potential changes.
• Develop performance reports for client presentations, respond to client requests and conduct special projects or analyses and potentially be responsible for communicating investment performance results to the FA or client.
• Keep team informed of all pertinent information and activity related to clients' accounts and transactions, including issues related to client suitability.
• Conduct a variety of quantitative and qualitative analyses on individual or classes of equity securities.
• Independently conduct extensive company, industry and/or marketing analysis used to formulate investment recommendations for the FA.
• Identify specific communication needs and strategies; work with internal copywriting, graphics and print production staff to produce materials (e.g., brochures, newspaper or magazine advertisements) and secure necessary compliance approval.

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities