Associate Financial Advisor

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 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

Nice-to-have

Entrepreneurial experience

Active in a community, athletic or business group

Fundraising experience

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

Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

1 DICKINSON DRIVE:CHADDS FORD City:

Chadds Ford Country:

United States of America Work hours/week:

40 Employment Type:

Full time Platform:

WEALTH MANAGEMENT Job Type:

Regular Pay Type:

Salaried Posted Date:

2026-10-30 Application Deadline:

2026-11-06 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

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.

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 jobs.rbc.com .

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.