Current jobs related to RBC Capital Markets Financial Advisor - Minneapolis, Minnesota - RBC Capital Markets, LLC

  • RBC Financial Services Advisor

    4 weeks ago

    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryThe Centralized Financial Advisor will provide expert advice and guidance to existing and prospective clients in the selection of products and services best suited to meet their financial goals.The clientele may come from a variety of channels including but not limited to referrals and digital marketing inquiries.Centralized Financial Advisors are...

  • Senior Applications Manager

    4 weeks ago

    Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryThis role involves leading a team of Salesforce and Mulesoft professionals to deliver cutting-edge features to our Financial Advisors.As part of the team, you will be an active member in our Salesforce Center of Excellence, which works closely with Salesforce to drive roadmap items and are regularly highlighted in their various conferences.You...

  • Senior Product Manager for Ultra High Net Worth Segment

    4 weeks ago

    Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the opportunity?The Senior Product Manager for Echelon, RBC's Ultra High Net Worth (UHNW) platform, will play a key leadership role in building out the support and service offering for the growth of the UHNW segment for RBC Wealth Management US. This role will be responsible for continuing to build out and manage the center...

  • Senior Software Architect

    1 month ago

    Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryAs a Senior Software Architect at RBC Capital Markets, LLC, you will be responsible for setting technical direction for all development, maintenance, and architecture initiatives with the Salesforce platform. This includes ensuring adherence to overall IT architectural direction and consulting on technical and management direction for strategic...

  • Marketing Automation Program Lead

    4 weeks ago

    Minneapolis, Minnesota, United States RBC Full time

    Job SummaryThe Marketing Automation Program Lead is responsible for helping build and grow the Salesforce Marketing Cloud system through strategic digital marketing initiatives. This role will partner with business stakeholders, marketing strategists, Salesforce CoE, and digital measurement teams to brainstorm, gather requirements, design, develop and...

  • Senior SDET Quality Engineer

    4 weeks ago

    Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryAs a Senior SDET Quality Engineer at RBC Capital Markets, LLC, you will play a key role in ensuring the quality of our software products. You will work closely with the QE Team to design and implement efficient test case design and test architecture techniques, automation frameworks, and automation strategies.Key Responsibilities:Design and...

  • Principal Solutions Architect

    4 weeks ago

    Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryAt RBC Capital Markets, LLC, we are seeking a highly skilled Principal Solutions Architect to join our team. As a key member of our technology organization, you will be responsible for leading the development of end-to-end technical solution architecture for high-complexity and high-risk IT initiatives.Key ResponsibilitiesAssess and analyze...

  • Financial Advisor

    4 weeks ago

    Minneapolis, Minnesota, United States Thrivent Financial Full time

    Financial Advisor Career OverviewAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic financial guidance and advice. This role is ideal for individuals who are passionate about helping others achieve their financial goals and live a more purposeful life.Key...

  • Financial Planning Assistant

    4 weeks ago

    Minneapolis, Minnesota, United States Carlson Capital Management Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Assistant to join our team at Carlson Capital Management. As a key member of our wealth management team, you will play a critical role in supporting our advisors in delivering exceptional client experiences.Key ResponsibilitiesPrepare and deliver client correspondence via phone, email, and...

  • Voya Financial Advisor

    4 weeks ago

    Minneapolis, Minnesota, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution and defined benefit business. We are seeking a Financial Professional to join our team in the Minneapolis area to work with plan sponsor relationships in the education market.Key ResponsibilitiesEnroll participants in 403(b) and...

  • Senior Financial Analyst

    3 weeks ago

    Minneapolis, Minnesota, United States Oakwood Capital Full time

    About Oakwood CapitalA comprehensive financial solutions provider empowering individuals, families, and businesses with tailored advice and support.We offer a holistic approach to financial planning, investment management, tax strategies, and insurance services designed to meet the unique needs of our clients.For small to mid-sized businesses, we serve as a...

  • Capital Markets Summer Analyst Position

    4 weeks ago

    Minneapolis, Minnesota, United States Ryan Companies Full time

    Job Title: Capital Markets Summer Analyst Job Summary: Ryan Companies is seeking a highly motivated and detail-oriented Capital Markets Summer Analyst to join our team for the summer of 2025. As a Capital Markets Summer Analyst, you will play a critical role in supporting the analysis of Ryan-owned and developed projects, as well as the underwriting and...

  • Financial Advisor

    4 weeks ago

    Minneapolis, Minnesota, United States North Star Resource Group Full time

    Financial Advisor Career Development OpportunityWe are seeking a motivated and ambitious individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial goals and develop tailored plans to achieve them. You will also have the chance to learn about sales and marketing...

  • Senior Financial Analyst

    1 month ago

    Minneapolis, Minnesota, United States Selby Jennings Full time

    Key ResponsibilitiesDevelop and manage complex financial models, including three statement modeling and comparable analyses, to inform investment decisions and drive business growth.Conduct in-depth company and industry research, tracking current market activity and identifying trends that impact our clients' investments.Monitor quarterly earnings for key...

  • Strategic Leader, Experienced Advisor Recruiting

    3 weeks ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Job Summary:The Senior Vice President, Head of Experienced Advisor Recruiting, is responsible for leading the strategic planning, development, and execution of recruitment initiatives aimed at attracting top-tier financial advisors to Ameriprise Financial.This leader works closely with senior management to align recruiting goals with the company's business...

  • Strategic Financial Advisor

    4 weeks ago

    Minneapolis, Minnesota, United States https:wayup.comsitemap Full time

    At ExecHQ, we're seeking a seasoned Chief Financial Officer (CFO) to join our team of experienced executives. As a CFO Advisor, you'll work closely with our principals to deliver tailored solutions to clients worldwide.This is an exceptional opportunity to leverage your expertise and passion for finance to drive business growth and success. Our clients range...

  • Global Capital Markets Trust Administrator

    1 month ago

    Minneapolis, Minnesota, United States M&T Bank Full time

    Job Summary:M&T Bank is seeking a skilled Global Capital Markets Trust Administrator to join our team. As a key member of our trust operations team, you will be responsible for assisting with the administration of Global Capital Markets trust or entity accounts and providing exceptional client service.Key Responsibilities:Assist with the administration of...

  • Global Capital Markets Special Accounts Manager III

    4 weeks ago

    Minneapolis, Minnesota, United States Wilmington Trust Full time

    Job Summary:As a Global Capital Markets Special Accounts Manager III at Wilmington Trust, you will lead all aspects of complex and high-risk issues associated with distressed or defaulted accounts across the Global Capital Markets business. Your expertise will be instrumental in identifying and mitigating risks, managing litigation and bankruptcy efforts,...

  • Senior Application Specialist

    4 weeks ago

    Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryIn this role, you will partner with IT, operations teams, and business stakeholders to assess, analyze, and recommend business and technical solutions. You will lead teams through design and development, ensuring solutions are properly implemented from end-to-end.Key Responsibilities Collaborate with solution architects, business analysts, project...

  • Financial Operations Manager

    4 weeks ago

    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Accounting and Finance ManagerOur client, a dynamic and growing industry leader, is seeking a highly skilled Accounting and Finance Manager to join their team. As a key member of the finance department, you will be responsible for recording accounting transactions, preparing financial reports, and analyzing financial data to inform business decisions.Key...

RBC Capital Markets Financial Advisor

1 month ago

Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

Job Summary

RBC Capital Markets is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will provide expert advice and guidance to clients on investment strategies and products. You will work closely with clients to understand their financial goals and develop personalized investment plans to help them achieve their objectives.

Key Responsibilities

  • Provide high-quality service to clients through telephone and in-person interactions
  • Assess clients' individual investment objectives, risk tolerance, and financial capabilities to develop tailored investment strategies
  • Meet or exceed minimum expectations for business development production on a quarterly and annual basis
  • Select suitable investments based on client needs and research recommendations, and promptly execute approved transactions
  • Adhere to all compliance and risk procedures, follow corporate and industry protocols, and act in a manner that protects the interests of clients and RBC
  • Continuously improve and develop skills, techniques, and knowledge by participating in ongoing professional development programs

Requirements

  • Bachelor's degree or equivalent work experience
  • Series 7, 66 (63, 65) and insurance licenses required
  • 3-5 years of investment-based sales and relationship management experience
  • Established track record of results and success in providing advice and expanding client relationships

What We Offer

  • 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 the business

Job Skills

Accounting, Finance, Budgeting, Cold Calling, Decision Making, Financial Engineering, Financial Statement Analysis, Interpersonal Relationship Management, Investment Management, Product Services, Sales and Operations Planning (S&OP)

Additional Job Details

RBC Capital Markets is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.