Senior Financial Associate
Core
Senior Financial Associate responsible for growing the FA Team's business by acquiring new client accounts, managing assets under management, and executing investment transactions.
Role type
Senior Financial Associate (FA)
Builds
Client portfolios and assets under management for RBC Wealth Management
Domain
Wealth Management / Financial Services
Required skills
Portfolio analysis, Investment research, Transaction execution, Client financial education, Marketing plan development, Regulatory compliance analysis
Preferred skills
CFP designation, Advanced computer skills
Technologies
Microsoft Office
Responsibilities
Gather new client accounts and build assets under management, Conduct in-depth analyses of client portfolios and select suitable investments, Monitor and evaluate clients' investment needs by reviewing transactions and statements, Promote business growth programs and develop marketing plans for client acquisition
Seniority
Senior, independent contributor