Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a ...
Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a ...
Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a ...
Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Senior Financial Associate
Phoenix, AZ · On-site
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 ...
Senior Financial Associate
Phoenix, AZ · On-site
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 ...
Senior Financial Associate
Phoenix, AZ · On-site
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 ...
Senior Financial Associate
Phoenix, AZ · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
Senior Manager, Risk Advice
Phoenix, AZ · On-site
$99K - $176K/yr
RBC US Wealth Managing is building out our credit, lending and cash management products and capabilities. As a Risk Advice Senior Manager, Business Risk Oversight, you will provide risk advice and ...
Senior Manager, Risk Advice
Phoenix, AZ · On-site
$99K - $176K/yr
RBC US Wealth Managing is building out our credit, lending and cash management products and capabilities. As a Risk Advice Senior Manager, Business Risk Oversight, you will provide risk advice and ...
Executive Assistant
Scottsdale, AZ · On-site
$65K - $85K/yr
Executive Assistant A growing financial services organization is seeking a polished, proactive, and ... The ideal candidate comes from a wealth management, financial advisory, banking, insurance, or ...
Executive Assistant
Scottsdale, AZ · On-site
$65K - $85K/yr
Executive Assistant A growing financial services organization is seeking a polished, proactive, and ... The ideal candidate comes from a wealth management, financial advisory, banking, insurance, or ...
Practice Management Consultant As a Practice Management Consultant within J.P. Morgan Wealth ... Exceptional written skills and strong executive communications experience * Series 7, Series 66 ...
New
Practice Management Consultant As a Practice Management Consultant within J.P. Morgan Wealth ... Exceptional written skills and strong executive communications experience * Series 7, Series 66 ...
New
JPM Wealth Management-Practice Management Consultant-Vice President-Phoenix
Phoenix, AZ · On-site
$104K - $172K/yr
As a Practice Management Consultant within J.P. Morgan Wealth Management, you will be responsible ... Exceptional written skills and strong executive communications experience * Series 7, Series 66 ...
JPM Wealth Management-Practice Management Consultant-Vice President-Phoenix
Phoenix, AZ · On-site
$104K - $172K/yr
As a Practice Management Consultant within J.P. Morgan Wealth Management, you will be responsible ... Exceptional written skills and strong executive communications experience * Series 7, Series 66 ...
Wealth Management Fraud & Claims - Sr. Fraud Analyst
Chandler, AZ · On-site
$24.04 - $31.25/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Participates in triage related to Executive Escalations & Incident Response fraud activities
Wealth Management Fraud & Claims - Sr. Fraud Analyst
Chandler, AZ · On-site
$24.04 - $31.25/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Participates in triage related to Executive Escalations & Incident Response fraud activities
Senior Wealth Advisor
Scottsdale, AZ · Hybrid
As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop ... Excellent written and verbal communication skills, including strong executive presence when ...
Senior Wealth Advisor
Scottsdale, AZ · Hybrid
As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop ... Excellent written and verbal communication skills, including strong executive presence when ...
Executive Director UHNW/ Private Client Relationship Management- West Business
Scottsdale, AZ · On-site
... proven executive to take the helm of the West Region , based in Scottsdale, Arizona . This is a ... The ideal profile: • 10+ years of progressive experience in wealth management, private banking ...
Executive Director UHNW/ Private Client Relationship Management- West Business
Scottsdale, AZ · On-site
... proven executive to take the helm of the West Region , based in Scottsdale, Arizona . This is a ... The ideal profile: • 10+ years of progressive experience in wealth management, private banking ...
Executive Director UHNW/ Private Client Relationship Management- West Business
Scottsdale, AZ · On-site
... proven executive to take the helm of the West Region , based in Scottsdale, Arizona . This is a ... The ideal profile: • 10+ years of progressive experience in wealth management, private banking ...
Executive Director UHNW/ Private Client Relationship Management- West Business
Scottsdale, AZ · On-site
... proven executive to take the helm of the West Region , based in Scottsdale, Arizona . This is a ... The ideal profile: • 10+ years of progressive experience in wealth management, private banking ...
Executive Rbc Wealth Management information

Job description
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
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?
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
- Maintain confidentiality in accordance with RBC's Code of Conduct.
What do you need to succeed?
Must-have
- Bachelor's degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
- Current FINRA registrations
- Financial services experience
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
About Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA