RBC
Job Description
What is the opportunity?
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
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?
Gather client suitability information, open new accounts, and assist with asset gathering.
Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
Provide a high level of service to clients by anticipating needs and completing requests efficiently.
At the FA’s request, research and communicate investment strategies and recommendations to clients.
Research complex problems in clients’ accounts with assistance from business partners and deliver an effective and acceptable resolution.
What do you need to succeed? Must-have
3+ years of Registered Client Associate experience or related industry experience
Series 7 and 66 (or 63/65)
Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
Computer proficiency
Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment
Nice-to-have
Salesforce experience
Knowledge of Money Guide Pro planning software
What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
The expected salary range for this particular position is $60,000 - $100,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
#LI-SM3
#WMUS
Job Skills
Customer Knowledge
Customer Service
Customer Service Management
Group Problem Solving
Identifying Sales Opportunities
Interpersonal Relationship Management
Oral Communications
Perseverance and Follow-Through
Product Services
Sales Activities
Additional Job Details
Address: 1 JERICHO PLAZA:JERICHO
City: Jericho
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-09-25
Application Deadline: (none)
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
#J-18808-Ljbffr
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?
Gather client suitability information, open new accounts, and assist with asset gathering.
Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
Provide a high level of service to clients by anticipating needs and completing requests efficiently.
At the FA’s request, research and communicate investment strategies and recommendations to clients.
Research complex problems in clients’ accounts with assistance from business partners and deliver an effective and acceptable resolution.
What do you need to succeed? Must-have
3+ years of Registered Client Associate experience or related industry experience
Series 7 and 66 (or 63/65)
Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
Computer proficiency
Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment
Nice-to-have
Salesforce experience
Knowledge of Money Guide Pro planning software
What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
The expected salary range for this particular position is $60,000 - $100,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
#LI-SM3
#WMUS
Job Skills
Customer Knowledge
Customer Service
Customer Service Management
Group Problem Solving
Identifying Sales Opportunities
Interpersonal Relationship Management
Oral Communications
Perseverance and Follow-Through
Product Services
Sales Activities
Additional Job Details
Address: 1 JERICHO PLAZA:JERICHO
City: Jericho
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-09-25
Application Deadline: (none)
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
#J-18808-Ljbffr