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
- Prepare for a career as a Financial Advisor
- Engage in business-building knowledge, regulatory compliance, and client service
What they're looking for
- Pursuing a bachelor’s degree or equivalent experience
- Strong initiative and interpersonal skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Seeking an Associate Financial Advisor to participate in the licensing process and gain industry experience, preparing for a career as a Financial Advisor. Engage in business-building knowledge, regulatory compliance, and client service. Ideal for candidates pursuing a bachelor’s degree or equivalent experience with strong initiative and interpersonal skills.
Skills
- series 7 exam
- series 66 exam
- life and health insurance exam
- financial regulation
- investment risk management
- account management
- customer success
- decision making
- group problem solving
- financial planning
- marketing
- prospecting
- servicing
- compliance
- rbc wealth management
- rbc policies and procedures
- rbc tools and technology
- financial news awareness
- coaching
- fundraising
Company
Royal Bank of Canada
Leawood, United States of America
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