Royal Bank of Canada·1 month ago
1 month ago
Investment Associate/Registered Client Associate
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About this role
Exciting opportunity for an Investment Associate/Registered Client Associate to support clients in achieving financial goals. Collaborate with Financial Advisors, gather client information, and process investment activities. Ideal for candidates with strong analytical, communication, and industry knowledge.
Skills
- series 7 license
- series 66 license
- series 63 license
- investment advisory
- retirement planning
- stock market knowledge
- fixed income products
- equities
- mutual funds
- insurance products
- annuities
- compliance regulations
- client suitability assessment
- account monitoring
- wealth management
- business development
- salesforce
- money guide pro
- data entry
- data gathering analysis
- desktop tools
- group problem solving
- interpersonal relationships
- written communication
- verbal communication
Company
Royal Bank of Canada
Phoenix, United States of America
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