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 ...
... and lifestyle management services to our client families. We partner with best-in-class ... The Sr Wealth Advisor is responsible for providing best-in-class comprehensive and integrated ...
... and lifestyle management services to our client families. We partner with best-in-class ... The Sr Wealth Advisor is responsible for providing best-in-class comprehensive and integrated ...
... and lifestyle management services to our client families. We partner with best-in-class ... The Sr Wealth Advisor is responsible for providing best-in-class comprehensive and integrated ...
... and lifestyle management services to our client families. We partner with best-in-class ... The Sr Wealth Advisor is responsible for providing best-in-class comprehensive and integrated ...
Summary Provides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and ...
Summary Provides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and ...
Provides day-to-day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and other items ...
Quick apply
Provides day-to-day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and other items ...
Asset & Wealth Management - Tax Senior Manager
Detroit, MI · On-site
$124K - $335K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary A career in our Financial Services Tax practice, within Corporate Tax services ...
Asset & Wealth Management - Tax Senior Manager
Detroit, MI · On-site
$124K - $335K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary A career in our Financial Services Tax practice, within Corporate Tax services ...
Asset & Wealth Management - Tax Senior Manager
Grand Rapids, MI · On-site
$124K - $335K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary A career in our Financial Services Tax practice, within Corporate Tax services ...
Asset & Wealth Management - Tax Senior Manager
Grand Rapids, MI · On-site
$124K - $335K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary A career in our Financial Services Tax practice, within Corporate Tax services ...
Asset & Wealth Management - Renewable Energy Tax Senior Manager
Detroit, MI · On-site
$124K - $335K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior ...
Asset & Wealth Management - Renewable Energy Tax Senior Manager
Detroit, MI · On-site
$124K - $335K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior ...
Asset & Wealth Management - Renewable Energy Tax Senior Manager
Grand Rapids, MI · On-site
$124K - $335K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior ...
Asset & Wealth Management - Renewable Energy Tax Senior Manager
Grand Rapids, MI · On-site
$124K - $335K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior ...
Wealth Management Associate
Lansing, MI · On-site
Medical
Dental
Life
Retirement
PTO
... services, wealth management, or a related field preferred; strong candidates without direct ... Direct mentorship from senior advisors, with a clear path to expanded client responsibility
Wealth Management Associate
Lansing, MI · On-site
Medical
Dental
Life
Retirement
PTO
... services, wealth management, or a related field preferred; strong candidates without direct ... Direct mentorship from senior advisors, with a clear path to expanded client responsibility
Director of Wealth Management Technology
Southfield, MI · Hybrid
Medical
Dental
Vision
Life
Retirement
Strong preference for Wealth Management industry domain experience in technology leadership roles (prior CIO or senior IT leader responsible for leading technology innovation, strategy, and delivery ...
Director of Wealth Management Technology
Southfield, MI · Hybrid
Medical
Dental
Vision
Life
Retirement
Strong preference for Wealth Management industry domain experience in technology leadership roles (prior CIO or senior IT leader responsible for leading technology innovation, strategy, and delivery ...
Wealth Management Associate
Lansing, MI · On-site
Medical
Dental
Life
Retirement
PTO
... services, wealth management, or a related field preferred; strong candidates without direct ... Direct mentorship from senior advisors, with a clear path to expanded client responsibility
Quick apply
Wealth Management Associate
Lansing, MI · On-site
Medical
Dental
Life
Retirement
PTO
... services, wealth management, or a related field preferred; strong candidates without direct ... Direct mentorship from senior advisors, with a clear path to expanded client responsibility
Wealth Management Summer 2027 Internship
Lansing, MI · On-site
$18 - $23.50/hr
Retirement
Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred. * Strong interest in financial planning, wealth management, or the CFP ...
Wealth Management Summer 2027 Internship
Lansing, MI · On-site
$18 - $23.50/hr
Retirement
Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred. * Strong interest in financial planning, wealth management, or the CFP ...
Wealth Management Summer 2027 Internship
Lansing, MI · On-site
$18 - $23.50/hr
Retirement
Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred. * Strong interest in financial planning, wealth management, or the CFP ...
New
Quick apply
Wealth Management Summer 2027 Internship
Lansing, MI · On-site
$18 - $23.50/hr
Retirement
Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred. * Strong interest in financial planning, wealth management, or the CFP ...
New
Asset & Wealth Management - Tax Senior Associate
Detroit, MI · On-site
$77K - $214K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
Asset & Wealth Management - Tax Senior Associate
Detroit, MI · On-site
$77K - $214K/yr
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... SENIOR RELATIONSHIP ADVISOR II, WEALTH MANAGEMENT OH: R157915 The Senior Relationship Advisor role ...
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... SENIOR RELATIONSHIP ADVISOR II, WEALTH MANAGEMENT OH: R157915 The Senior Relationship Advisor role ...
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT OH: R155680 The Senior Relationship Advisor ...
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT OH: R155680 The Senior Relationship Advisor ...
Senior Rbc Wealth Management information
How does a Senior RBC Wealth Management professional typically collaborate with other teams to deliver comprehensive client solutions?
What are the key skills and qualifications needed to thrive as a Senior RBC Wealth Management professional?
What is the difference between Senior Rbc Wealth Management vs Financial Advisor?
| Aspect | Senior Rbc Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, or equivalent | CFP, Series 7, 66/65 |
| Work Environment | Bank branches, private client offices | Independent or firm-based, client meetings |
| Employer & Industry | Royal Bank of Canada, banking & wealth management | Various financial firms, independent practices |
Senior Rbc Wealth Management professionals typically hold advanced certifications like CFP or CFA and work within RBC's banking environment, focusing on high-net-worth clients. Financial Advisors may have similar certifications but often work independently or for different firms, serving a broader client base. The roles overlap in client advisory skills but differ in employer setting and scope of services.
What does a Senior RBC Wealth Management professional do?
What are the most commonly searched types of Rbc Wealth Management jobs in Michigan?
The most popular types of Rbc Wealth Management jobs in Michigan are:
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Posted 12 days ago
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. 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
- 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
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 Activities
Address: 38505 Woodward Avenue: Bloomfield Hills
City: Bloomfield Hills
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-06-08
Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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.
About Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA