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Investment Associate/Senior Investment Associate
1 month ago
RBC Capital Markets, LLC is seeking a highly skilled and motivated Investment Associate/Senior Investment Associate to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, including investment strategies and retirement planning.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives.
- Collaborate with financial advisors and other team members to identify business opportunities and drive revenue growth.
- Stay up-to-date on industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
- Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
- 3+ years of experience in a related field, such as financial services or wealth management.
- Series 7 and 66 (or 63/65) licenses.
- Advanced understanding of financial markets, investments, and retirement plans.
- Strong analytical and problem-solving skills, with the ability to communicate complex ideas in a clear and concise manner.
- Excellent customer service skills, with a focus on building strong relationships with clients.
- A comprehensive compensation package, including bonuses and flexible benefits.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and collaborative work environment, with a focus on teamwork and innovation.
- Flexible work arrangements, including remote work options and flexible hours.
RBC Capital Markets, LLC is a leading financial services firm, providing a wide range of financial products and services to clients around the world. We are committed to building strong relationships with our clients, based on trust, integrity, and a deep understanding of their needs.
