Senior Financial Associate

Job description

Job Description What is the opportunity?: As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team’s business. You will have the ability to function independently on behalf of the FA Team with minimal direction. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do?: What do you need to succeed? - Regularly gather new client accounts and build assets under management for FA Team. - Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client’s investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions. - Collect and analyze client’s financial information to educate new and existing clients; this may include introducing additional products and services. - Monitor and evaluate clients’ investment needs and progress by reviewing transactions, monthly statements, market research and client contact. - Promote business gr...