Royal Bank of Canada·3 days ago
3 days ago
Investment Associate
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What you'll do
- Support clients in achieving financial goals through analytical skills and industry knowledge
- Collaborate with Financial Advisors
- Process investment agreements
- Monitor client activities
What they're looking for
- series 7 license
- series 66 license
- series 63 license
- experience in client management
- strong understanding of investment products
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Seeking an Investment Associate to support clients in achieving financial goals through analytical skills and industry knowledge. Collaborate with Financial Advisors, process investment agreements, and monitor client activities. Ideal for candidates with experience in client management and a strong understanding of investment products.
Skills
- series 7 license
- series 66 license
- investment advisory
- series 63 license
- retirement planning
- client suitability assessment
- asset allocation
- fund transfer processing
- investment strategy communication
- account surveillance
- wealth management
- fixed income products
- equities
- mutual funds
- insurance products
- annuities
- compliance regulations
- salesforce
- money guide pro
Company
Royal Bank of Canada
Glastonbury, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.