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Associate Financial Advisor

Stamford, CT ยท On-site

$60K - $100K/yr

Financial Advisor Position Opportunity We are a New York City, full-service, national investment ... and RBC Custody and Clearing. Whether a client is looking for wealth management advice ...

The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot's core values - Integrity ... Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital ...

The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot's core values - Integrity ... Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital ...

The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot's core values - Integrity ... Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital ...

The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot's core values - Integrity ... Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital ...

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Financial Advisor Rbc information

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$36K

$102.1K

$144K

How much do financial advisor rbc jobs pay per year?

As of Jul 14, 2026, the average yearly pay for financial advisor rbc in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Financial Advisor Rbc vs Financial Planner?

AspectFinancial Advisor RbcFinancial Planner
CertificationsCFP, CSC, or similar; often required or preferredCFP, CFA, or similar; often required or preferred
Work EnvironmentBank branches, financial institutions, client meetingsIndependent practice, advisory firms, or financial institutions
Employer & IndustryRbc and other banks, financial services industryFinancial planning firms, banks, or independent

Financial Advisor Rbc primarily focuses on providing investment and financial advice within Rbc's banking environment, often handling clients' banking and investment needs. Financial Planners offer comprehensive financial planning, including estate, retirement, and tax strategies, often with broader certification requirements. While both roles serve clients' financial goals, Financial Advisors Rbc tend to work within a bank setting, whereas Financial Planners may operate independently or in specialized firms.

What are the key skills and qualifications needed to thrive as a Financial Advisor at RBC, and why are they important?

To thrive as a Financial Advisor at RBC, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a business degree and industry certifications such as CFP or CSC. Familiarity with financial planning software, CRM platforms, and RBC's proprietary systems is essential. Exceptional interpersonal skills, trustworthiness, and proactive communication set top advisors apart in building lasting client relationships. These skills ensure effective financial guidance, client satisfaction, and business growth within a competitive banking environment.

Is 200,000 enough to work with a financial advisor?

For a Financial Advisor at RBC, a $200,000 investment can be sufficient to receive personalized financial planning and investment management services, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors have minimum investment requirements that vary, so it's best to consult directly with the advisor to determine if your amount aligns with their policies and the services you seek.

What types of clients do Financial Advisors at RBC typically work with, and how does this impact daily responsibilities?

Financial Advisors at RBC work with a diverse range of clients, including individuals, families, and small business owners. This client diversity means daily responsibilities can vary widely, from providing retirement planning advice to creating investment strategies or assisting with business financial needs. Advisors spend significant time building relationships, understanding client goals, and offering personalized recommendations. This client-focused approach also involves frequent collaboration with RBC specialists in areas like lending, insurance, or wealth management to deliver comprehensive solutions.

What does a financial advisor do at RBC?

A financial advisor at RBC provides clients with financial planning, investment advice, and portfolio management to help achieve their financial goals. They analyze clients' financial situations, recommend suitable products, and may hold certifications such as the CFP or CFA. The role involves building client relationships and staying informed about market trends and financial regulations.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or specialized expertise. Achieving this level of income typically requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.

What does a Financial Advisor at RBC do?

A Financial Advisor at RBC helps clients manage their finances by providing advice on investments, retirement planning, and other financial goals. They assess clients' financial situations, recommend suitable products or strategies, and help them make informed decisions about their money. Financial Advisors at RBC also assist with banking needs, insurance solutions, and can support clients through major life events such as buying a home or planning for education expenses.

How much do RBC financial planners make?

RBC financial planners typically earn an average annual salary ranging from $50,000 to $100,000, depending on experience, location, and client portfolio size. Compensation may also include bonuses and commissions based on performance and sales targets.
More about Financial Advisor Rbc jobs
What states have the most Financial Advisor Rbc jobs? States with the most job openings for Financial Advisor Rbc jobs include:
Associate Financial Advisor

Associate Financial Advisor

Royal Bank of Canada

Lincoln, NE โ€ข On-site

Full-time

Re-posted 9 days ago


Job description

Job Description
What is the opportunity?
The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor's goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.
What will you do?
  • Study for and obtain the Associate Financial Advisor program's required licensing
    • Study and pass series 7 exam.
    • Study and pass series 66 and life and health insurance exams.
  • Complete Associate Financial Advisor program assignments within the curriculum's timelines
    • RBC tools and technology introduction
    • RBC policies and procedures
    • Products and services-including scenarios and case studies
    • Compliance
    • Planning, marketing, prospecting, and servicing
  • Report activities and results per the Associate Financial Advisor program's requirements
    • Implement specific coaching from the Associate Financial Advisor sales manager
  • 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 toward becoming a RBC Financial Advisor
    • Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies
    • Complete all RBC WM new employee orientation online modules and others as required

What do you need to succeed?
Must-have
  • Bachelor's degree or equivalent work experience
  • Ability to obtain Series 7 and Series 66 within 120 days of beginning employment at RBC
  • Ability to take initiative and function independently
  • Excellent interpersonal and marketing skills
  • Strong drive and dedication
  • Demonstrated ability to develop and promote business; a track record of success Ability to make solid decisions in a fast paced, quick turnaround environment

Nice-to-have
  • Entrepreneurial experience
  • Active in a community, athletic or business group
  • Fundraising 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

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
8800 FIRETHORN LANE:LINCOLN
City:
Lincoln
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-05
Application Deadline:
2026-07-31
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.