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 ...
Associate Financial Advisor
Stuart, FL ยท On-site
Become familiar with RBC Wealth Management * Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development ...
Associate Financial Advisor
Stuart, FL ยท On-site
Become familiar with RBC Wealth Management * Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development ...
Account Executive, Wealth Management
Jacksonville, FL ยท On-site +1
$245K - $260K/yr
Account Executive, Wealth Management LOCATION: Fully remote within the Midwest SALARY : $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive, Wealth ...
Quick apply
Account Executive, Wealth Management
Jacksonville, FL ยท On-site +1
$245K - $260K/yr
Account Executive, Wealth Management LOCATION: Fully remote within the Midwest SALARY : $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive, Wealth ...
Become familiar with RBC Wealth Management * Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development ...
Become familiar with RBC Wealth Management * Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development ...
Associate Financial Advisor
Stuart, FL ยท Hybrid
Become familiar with RBC Wealth Management * Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development ...
Associate Financial Advisor
Stuart, FL ยท Hybrid
Become familiar with RBC Wealth Management * Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development ...
Clearing & Custody Wealth Management Banker
$120K - $200K/yr
RBC is seeking an experienced sales professional to drive our Banking and Lending business within RBC US Wealth Management's Clearing & Custody channel. This role is critical to driving the adoption ...
Clearing & Custody Wealth Management Banker
$120K - $200K/yr
RBC is seeking an experienced sales professional to drive our Banking and Lending business within RBC US Wealth Management's Clearing & Custody channel. This role is critical to driving the adoption ...
Wells Fargo is seeking a Senior Lead Wealth Management Banker - Executive Wealth Solutions (Professional Services) (SAFE) to serve as a strategic advisor to HNW individuals, executive clients, and ...
Wells Fargo is seeking a Senior Lead Wealth Management Banker - Executive Wealth Solutions (Professional Services) (SAFE) to serve as a strategic advisor to HNW individuals, executive clients, and ...
Wealth Management Advisor
Miami, FL ยท On-site
The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each ... Executive Committee member in order to assess, reduce, eliminate or control any current or ...
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Wealth Management Advisor
Miami, FL ยท On-site
The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each ... Executive Committee member in order to assess, reduce, eliminate or control any current or ...
Wealth Management Advisor
Coral Gables, FL ยท On-site
The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each ... Executive Committee member in order to assess, reduce, eliminate or control any current or ...
Wealth Management Advisor
Coral Gables, FL ยท On-site
The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each ... Executive Committee member in order to assess, reduce, eliminate or control any current or ...
Senior Account Executive (SAE) Executive Business Development & Stra
West Palm Beach, FL ยท On-site +1
Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing Department: Executive Business Development & Strategic Growth Reports To: Director of Sales Executive Leadership & Revenue ...
New
Senior Account Executive (SAE) Executive Business Development & Stra
West Palm Beach, FL ยท On-site +1
Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing Department: Executive Business Development & Strategic Growth Reports To: Director of Sales Executive Leadership & Revenue ...
New
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Major Account Executive (MAE) Strategic Business Development & Enter
West Palm Beach, FL ยท On-site +1
Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing Department: Strategic Business Development & Enterprise Client Relations Reports To: Director of Sales Executive Leadership ...
New
Major Account Executive (MAE) Strategic Business Development & Enter
West Palm Beach, FL ยท On-site +1
Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing Department: Strategic Business Development & Enterprise Client Relations Reports To: Director of Sales Executive Leadership ...
New
Wealth Advisor, Ultra High Net Worth
Miami, FL ยท On-site +1
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Wealth Advisor, Ultra High Net Worth
Miami, FL ยท On-site +1
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL ยท On-site
$200K - $400K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement ... executives and high-net-worth families. * Serve as the primary relationship manager while ...
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL ยท On-site
$200K - $400K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement ... executives and high-net-worth families. * Serve as the primary relationship manager while ...
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL ยท On-site
$200K - $400K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement ... executives and high-net-worth families. * Serve as the primary relationship manager while ...
Quick apply
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL ยท On-site
$200K - $400K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement ... executives and high-net-worth families. * Serve as the primary relationship manager while ...
Provide concise, executive-level updates that drive alignment and informed decision-making People ... Strong understanding of Wealth Management domain * Experience driving engineering standards ...
Provide concise, executive-level updates that drive alignment and informed decision-making People ... Strong understanding of Wealth Management domain * Experience driving engineering standards ...
Wealth Management Sales Associate
Miami, FL ยท On-site
$75K - $100K/yr
Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team. Primary ...
Wealth Management Sales Associate
Miami, FL ยท On-site
$75K - $100K/yr
Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team. Primary ...
Wealth Management Sales Associate
Miami, FL ยท On-site
$75K - $100K/yr
Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team. Primary ...
Wealth Management Sales Associate
Miami, FL ยท On-site
$75K - $100K/yr
Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team. Primary ...
... Investment Wealth Management, you will help organizations define strategic priorities, solve ... Developing executive-level deliverables, including presentations, business cases, and ...
... Investment Wealth Management, you will help organizations define strategic priorities, solve ... Developing executive-level deliverables, including presentations, business cases, and ...
... Investment Wealth Management, you will help organizations define strategic priorities, solve ... Developing executive-level deliverables, including presentations, business cases, and ...
... Investment Wealth Management, you will help organizations define strategic priorities, solve ... Developing executive-level deliverables, including presentations, business cases, and ...
Executive Rbc Wealth Management information
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Full-time
Posted 25 days ago
Job description
Job Description
What is the opportunity?
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, 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
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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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.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Employment Type: FULL_TIMEAbout Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA