Senior Business Associate
Top Benefits
About the role
Job Description
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?
- Develop customized asset allocation strategies and investment solutions and evaluate the investment performance data against appropriate benchmarks (e.g., index or industry).
- 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.
- Keep team informed of all pertinent information and activity related to clients’ accounts and transactions, including issues related to client suitability.
- Conduct a variety of quantitative and qualitative analyses on individual or classes of equity securities.
- Independently conduct extensive company, industry and/or marketing analysis used to formulate investment recommendations for the FA.
- 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.
What do you need to succeed?
Must-have
- Minimum of 5 years industry experience with an excellent understanding of the stock market, investments and retirement plans.
- Working knowledge of fixed income products, equities, mutual funds, insurance and annuities.
- 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.
- Quantitative and Financial research and analysis experience and someone who is detail oriented.
- Excellent interpersonal verbal and written communication skills.
- 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.
- 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 business
The good-faith expected salary range for the above position is $55,000 - $94,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
-
Drives RBC’s high performance culture -
Enables collective achievement of our strategic goals -
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
2100 PENNSYLVANIA AVENUE NORTHWEST:WASHINGTON
City:
Washington
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-23
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Senior Business Associate
Top Benefits
About the role
Job Description
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?
- Develop customized asset allocation strategies and investment solutions and evaluate the investment performance data against appropriate benchmarks (e.g., index or industry).
- 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.
- Keep team informed of all pertinent information and activity related to clients’ accounts and transactions, including issues related to client suitability.
- Conduct a variety of quantitative and qualitative analyses on individual or classes of equity securities.
- Independently conduct extensive company, industry and/or marketing analysis used to formulate investment recommendations for the FA.
- 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.
What do you need to succeed?
Must-have
- Minimum of 5 years industry experience with an excellent understanding of the stock market, investments and retirement plans.
- Working knowledge of fixed income products, equities, mutual funds, insurance and annuities.
- 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.
- Quantitative and Financial research and analysis experience and someone who is detail oriented.
- Excellent interpersonal verbal and written communication skills.
- 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.
- 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 business
The good-faith expected salary range for the above position is $55,000 - $94,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
-
Drives RBC’s high performance culture -
Enables collective achievement of our strategic goals -
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
2100 PENNSYLVANIA AVENUE NORTHWEST:WASHINGTON
City:
Washington
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-23
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.