Royal Bank of Canada·3 days ago
3 days ago
Associate Financial Advisor
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What you'll do
- Participate in the licensing process and gain industry experience to prepare for a career as a Financial Advisor
- Engage in business-building knowledge
- Support client financial goals
- Develop key competencies
What they're looking for
- series 7 license
- series 66 license
- strong interpersonal and marketing skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Take on the role of Associate Financial Advisor, where you will participate in the licensing process and gain industry experience to prepare for a career as a Financial Advisor. Engage in business-building knowledge, support client financial goals, and develop key competencies. Ideal for candidates pursuing a financial advisory career with strong interpersonal and marketing skills.
Skills
- series 7 license
- series 66 license
- financial regulation
- account management
- customer success
- investment risk management
- decision making
- financial planning
- regulatory compliance
- wealth management
- group problem solving
- financial analysis
- product knowledge
- sales management
- marketing
- client relationship management
- rbc wealth management
- insurance products
- fundraising
- scenario analysis
- case study analysis
Company
Royal Bank of Canada
Farmington, United States of America
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