Senior Financial Associate

Join RBC Wealth Management as a Senior Financial Associate to support a growing team by cultivating business, managing client accounts, and conducting in-depth portfolio analyses. You will independently manage client relationships, execute investment strategies, and identify opportunities for business growth while adhering to regulatory policies.

• 5+ years industry experience
• Series 7, Series 66 (or 63/65) and State licenses
• Analyze client portfolios and research investment recommendations
• Manage client accounts and build assets under management
• Promote business growth programs and develop marketing plans
• Advanced Microsoft Office skills