Investment Strategist

Royal Bank of Canada

Minneapolis, MN, United States
Base: $90,000-$160,000; bonus/equity: discretionar...
Investment advice and guidance
High-net-worth client engagement
Multi-asset portfolio management
As an Investment Strategist, you will enable RBC US Wealth Management’s Financial Advisors by delivering consistent investment advice and solutions with high competency and confidence

Job Summary

  • As an Investment Strategist, you will enable RBC US Wealth Management’s Financial Advisors by delivering consistent investment advice and solutions with high competency and confidence.
  • The role offers a comprehensive Total Rewards Program including competitive compensation, flexible benefits, and opportunities for professional development and impactful work.
  • RBC values an inclusive workplace that fosters respect, belonging, and opportunity, supporting employees to perform at their best and grow professionally.

Matching Summary

As an Investment Strategist, you will enable RBC US Wealth Management’s Financial Advisors by delivering consistent investment advice and solutions with high competency and confidence.

Salary

Base: $90,000-$160,000; Bonus/Equity: Discretionary variable compensation program; Benefits: 401(k) with company match, health, dental, vision, life, disability insurance, paid-time off

Skills & Requirements

Must-have

  • Investment advice and guidance
  • High-net-worth client engagement
  • Multi-asset portfolio management
  • Risk management and analysis
  • Collaboration with financial advisors
  • Market trend analysis

Nice-to-have

  • Portfolio management experience
  • Private investment opportunity research
  • Educational material creation
  • Proactive client service model
  • Strong interpersonal skills
  • Problem identification and resolution

Key Requirements

  • Bachelor’s degree in Finance or Economics
  • 10+ years financial industry experience
  • 5+ years as investment strategist or similar
  • FINRA Series 7 and 66 licenses
  • Experience working with financial advisors
  • CFA®, CAIA®, or CFP® designation preferred
  • 2+ years HNW client experience

Work Rights

Not specified

Tailored Resume

Cover Letter