Senior Business Associate Jobs

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Senior Business Associate

What is the opportunity?

As a Senior Business Associate, you will be working with a large producing Financial Advisor or team of Financial Advisors (FA) as you help provide sales support, review investment data and provide high-quality analytics to the FA team.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Independently conduct extensive company, industry and/or marketing analysis used to formulate investment recommendations for the FA.
• Analyze and interpret portfolio performance reports, in conjunction with information gathered from WM research and other external parties, and make recommendations to the FA for potential changes.
• Develop performance reports for client presentations, respond to client requests and conduct special projects or analyses and potentially be responsible for communicating investment performance results to the FA or client.
• Identify specific communication needs and strategies; work with internal copywriting, graphics and print production staff to produce materials (e.g., brochures, newspaper or magazine advertisements) and secure necessary compliance approval.
• Conduct a variety of quantitative and qualitative analyses on individual or classes of equity securities.
• Keep team informed of all pertinent information and activity related to clients’ accounts and transactions, including issues related to client suitability.
• Develop customized asset allocation strategies and investment solutions and evaluate the investment performance data against appropriate benchmarks (e.g., index or industry).

What do you need to succeed?

Must-have

• Excellent interpersonal verbal and written communication skills.
• Quantitative and Financial research and analysis experience and someone who is detail oriented.
• In-depth knowledge of investments, regulatory policies and procedures and ability to analyze client portfolios.
• Series 7 and 66 (or 63/65) licenses and state licenses as deemed necessary.
• Working knowledge of fixed income products, equities, mutual funds, insurance and annuities.
• Minimum of 5 years industry experience with an excellent understanding of the stock market, investments and retirement plans.
• Able to independently manage multiple demands and competing priorities.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities
• Opportunities to do challenging work
• Access to a variety of job opportunities across business
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Ability to make a difference and lasting impact
• Opportunities to take on progressively greater accountabilities
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options

Job Summary

Address:

Florham Park, New Jersey, United States of America

City:

USA-NJ-FLORHAM PARK

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-06-07

Application Deadline:

2023-07-31

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.