Be an early applicantLess than 25 applicants

Company

RBC · 1 day ago

Associate Financial Advosor

Mequon, WI

Full-time

Onsite

Entry Level

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BankingFinancial Services

H1B Sponsor Likely

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Responsibilities

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 7Series 66Health InsuranceAccount ManagementCustomer SuccessFinancial RegulationGroup Problem SolvingInterpersonal RelationshipsInvestment Risk ManagementMarketing SkillsEntrepreneurial ExperienceFundraising Experience

Required

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

Preferred

Entrepreneurial experience

Active in a community, athletic or business group

Fundraising experience

Benefits

A comprehensive Total Rewards Program including bonuses and flexible benefits

Competitive compensation

Commissions

Stock where applicable

Flexible work/life balance options

Company

RBC

Glassdoor

4.0

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

Founded in 1869

Toronto, Ontario, CAN

10001+ employees

https://www.rbc.com

H1B Sponsorship

RBC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (3)

2022 (3)

2021 (3)

2020 (2)