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
- Support clients in achieving their financial goals
What they're looking for
- Participate in the licensing process
- Complete required exams including series 7, series 66, and life and health insurance exam
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Become part of 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 support clients in achieving their financial goals. Ideal for candidates pursuing a financial advisory career.
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 tools and technology
- rbc policies and procedures
- financial news awareness
- coaching
- fundraising
Company
Royal Bank of Canada
Houston, United States of America
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