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
- complete required exams
- contribute to client-focused financial solutions
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
Join our team as an 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, complete required exams, and contribute to client-focused financial solutions. Ideal for candidates pursuing a financial career with strong initiative and interpersonal skills.
Skills
- series 7 exam
- series 66 exam
- life and health insurance exam
- financial regulation
- account management
- customer success
- investment risk management
- decision making
- group problem solving
- financial planning
- financial analysis
- regulatory compliance
- wealth management
- rbc wealth management
- product knowledge
- marketing
- prospecting
- servicing
- coaching
- financial news analysis
Company
Royal Bank of Canada
Austin, United States of America
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