Rbc
AFA
Neural analysis suggests this role is
optimal for Mid+ candidates.
“AFA at Rbc. Skills: client attraction, client retention, financial goals achievement, planning, marketing, prospecting, servicing. Study for and obtain the Associate Financial Advisor program’s required licensing. Study and pass series 7 exam.”
What You'll Achieve.
help attract and retain clients through helping them achieve their financial goals; track record of success
Industry & Context.
Ability to make solid decisions in a fast paced, quick turnaround environment
What They're Looking For.
Must Have
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, drive and dedication, Demonstrated ability to develop and promote a track record of success, Ability to make solid decisions in a fast paced, quick turnaround environment
Nice to Have
Entrepreneurial experience, Active in a community, athletic or business group, Fundraising experience
What You'll Do.
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
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
How You'll Work.
Team & Collaboration
working together to deliver trusted advice; collaboration; working together as One RBC; effectively collaborate
Communication Scope
interpersonal skills
Full Job Description
**_Job Description_** **What is the opportunity?** The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor’s goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals. **What will you do?** * 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 **What do you need to succeed?** **Must-have** * 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 tr
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