Royal Bank of Canada·3 days ago
3 days ago
Associate Financial Advisor
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What you'll do
- support the licensing process
- gain industry experience in financial advising
- participate in program training
- complete required exams
- develop business-building knowledge
What they're looking for
- series 7 exam
- series 66 exam
- life and health insurance exam
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are recruiting an Associate Financial Advisor to participate in the licensing process and gain industry experience, preparing for a career as a Financial Advisor. The role involves learning key business competencies and supporting clients in achieving financial goals. Ideal for candidates pursuing a financial advisory career with strong interpersonal and marketing skills.
Skills
- series 7 exam
- series 66 exam
- life and health insurance exam
- financial planning
- regulatory compliance
- wealth management
- insurance products
- client relationship management
- sales management
- marketing
- prospecting
- rbc wealth management
- coaching
- fundraising
- case study analysis
- scenario analysis
- product knowledge
- reporting
- decision making
Company
Royal Bank of Canada
Greenwood Village, United States of America
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