Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Associate Financial Advisor role.

Rezi rewrites your resume against Royal Bank of Canada's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Associate Financial Advisor posting at Royal Bank of Canada — free, in seconds.

About the Role

The Associate Financial Advisor role is designed to prepare individuals for a career as a Financial Advisor (FA) by completing licensing and gaining industry experience. The goal is to learn essential business-building skills for attracting and retaining clients through helping them achieve their financial goals.

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
Engage in RBC tools and technology introduction
Learn RBC policies and procedures
Study products and services, including scenarios and case studies
Understand compliance requirements
Learn planning, marketing, prospecting, and servicing strategies
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
Take on progressively greater accountabilities
Explore access to a variety of job opportunities across business

Requirements

Bachelor’s degree or equivalent work experience
Ability to obtain Series 7 and Series 66 and life and health insurance exams within 180 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

Skills

Account Management
Customer Success
Decision Making
Financial Regulation
Group Problem Solving
Interpersonal Relationships
Investment Risk Management

Location

5301 SOUTHWEST PARKWAY:AUSTIN
Austin
United States of America

Work Type

Full time
Salaried

Experience Level

Trainee

Education Level

Bachelor’s degree or equivalent work experience

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock where applicable
Leaders who support your development through coaching and managing opportunities
Flexible work/life balance options

About the Company

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.