Senior Financial Associate

Royal Bank of Canada

Cincinnati, OH, United States of America
Base: not specified; bonus/equity: bonuses, commis...
Client portfolio analysis
Investment recommendation research
Transaction execution
As a Senior Financial Associate, you will be a key member of a large producing team actively involved in growing and cultivating the FA Team’s business

Job Summary

  • As a Senior Financial Associate, you will be a key member of a large producing team actively involved in growing and cultivating the FA Team’s business.
  • RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • The company supports employee development through coaching, provides flexible work/life balance options, and offers opportunities for career growth and challenging work.

Matching Summary

As a Senior Financial Associate, you will be a key member of a large producing team actively involved in growing and cultivating the FA Team’s business.

Salary

Base: Not specified; Bonus/Equity: Bonuses, commissions, and stock where applicable; Benefits: Flexible benefits and comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Client portfolio analysis
  • Investment recommendation research
  • Transaction execution
  • Financial information collection and analysis
  • Business growth and marketing planning
  • Advanced Microsoft Office skills

Nice-to-have

  • Excellent interpersonal communication skills
  • Ability to manage multiple priorities
  • Detail oriented and strong organizational skills
  • Ability to work in fast-paced environment
  • Collaborative and progressive team environment

Key Requirements

  • 5+ years industry experience
  • Series 7 license
  • Series 66 or 63/65 license
  • State licenses consistent with FA team
  • Bachelor’s Degree
  • CFP designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter