Job Summary

Job Description

What is the opportunity?

As a Senior Business Associate, you will be working with a large producing Financial Advisor or team of Financial Advisors (FA) as you help provide sales support, review investment data and provide high-quality analytics to the FA team. 

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?

Develop customized asset allocation strategies and investment solutions and evaluate the investment performance data against appropriate benchmarks (e.g., index or industry).Analyze and interpret portfolio performance reports, in conjunction with information gathered from WM research and other external parties, and make recommendations to the FA for potential changes.Develop performance reports for client presentations, respond to client requests and conduct special projects or analyses and potentially be responsible for communicating investment performance results to the FA or client.Keep team informed of all pertinent information and activity related to clients’ accounts and transactions, including issues related to client suitability.Conduct a variety of quantitative and qualitative analyses on individual or classes of equity securities.Independently conduct extensive company, industry and/or marketing analysis used to formulate investment recommendations for the FA.Identify specific communication needs and strategies; work with internal copywriting, graphics and print production staff to produce materials (e.g., brochures, newspaper or magazine advertisements) and secure necessary compliance approval.

What do you need to succeed?

Must-have

Minimum of 5 years industry experience with an excellent understanding of the stock market, investments and retirement plans.Working knowledge of fixed income products, equities, mutual funds, insurance and annuities. In-depth knowledge of investments, regulatory policies and procedures and ability to analyze client portfolios.Series 7 and 66 (or 63/65) licenses and state licenses as deemed necessary. Quantitative and Financial research and analysis experience and someone who is detail oriented. Excellent interpersonal verbal and written communication skills.  Able to independently manage multiple demands and competing priorities.

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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

The good-faith expected salary range for the above position is $55,000 - $94,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.  This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

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

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

401 UNION STREET:SEATTLE

City:

Seattle

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-24

Application Deadline:

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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.