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Job description
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.
Gather client suitability information, open new accounts, and assist with asset gathering. Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested. Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
Must-have 3+ years of Registered Client Associate experience or related industry experience. Series 7 and 66 (or 63/65). Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations.
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Company
Finance
Royal Bank of Canada (RBC) is a leading global financial institution and Canada’s largest bank by market capitalization. It offers a diversified suite of services—including retail and commercial banking, wealth management, insurance, capital markets, and financial planning—to over 17 million clients across Canada, the United States, and 27 additional countries. RBC differentiates itself through a purpose‑driven, principles‑led approach that emphasizes innovation and exceptional client experiences, supported by a workforce of more than 94,000 employees. The bank also demonstrates a strong commitment to community impact through donations, investments, and employee volunteer programs.