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Senior Financial Associate

2 months ago

Phoenix, Arizona, United States Royal Bank of Canada> Full time

Job Summary

We are seeking a highly skilled and experienced Senior Financial Associate to join our team at Royal Bank of Canada. As a Senior Financial Associate, you will play a key role in providing financial planning and investment advice to our clients, while also contributing to the growth and development of our business.

Key Responsibilities

  • Client Service
    • Provide exceptional client service and build strong relationships with clients to understand their financial goals and objectives.
    • Develop and implement personalized financial plans to help clients achieve their goals.
  • Investment Management
    • Conduct thorough analyses of client portfolios and provide investment recommendations to help clients achieve their financial objectives.
    • Monitor and evaluate client portfolios on an ongoing basis to ensure they remain aligned with client goals and objectives.
  • Business Development
    • Identify opportunities to grow and develop our business, including developing new business relationships and expanding existing ones.
    • Collaborate with other team members to develop and implement business growth strategies.

Requirements

  • Education
    • Bachelor's degree in a related field, such as finance, accounting, or business.
  • Experience
    • Minimum 5 years of experience in a related field, such as financial planning, investment management, or wealth management.
  • Skills
    • Strong knowledge of financial planning and investment principles.
    • Excellent communication and interpersonal skills.
    • Ability to work independently and as part of a team.

What We Offer

  • Competitive Compensation
    • Competitive salary and bonus structure.
  • Opportunities for Growth and Development
    • Opportunities for professional growth and development, including training and education programs.
  • Collaborative and Dynamic Work Environment
    • Collaborative and dynamic work environment with a team of experienced professionals.