Royal Bank of Canada·20 days ago
20 days ago
Investment Associate
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About this role
Exciting opportunity for an Investment Associate to support clients in achieving financial goals through analytical skills and industry knowledge. Collaborate with Financial Advisors, process investment activities, and provide tailored investment advice. Ideal for candidates with experience in client management and a strong understanding of financial products.
Skills
- series 7 license
- series 66 license
- investment advisory
- series 63 license
- retirement planning
- stock market knowledge
- fixed income products
- equities
- mutual funds
- insurance products
- annuities
- account surveillance
- investment strategy
- client suitability assessment
- client relationship management
- ach disbursements
- salesforce
- money guide pro
- business development
- problem solving
- written communication
- verbal communication
Company
Royal Bank of Canada
Rapid City, United States of America
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