Senior Investment Associate Position Available In Onondaga, New York

Senior Investment Associate
Syracuse, New York, United States Of America

Platform:

WEALTH MANAGEMENT

Sub Category:

Sales and Advisory

Type:

Full time

Application Deadline:

06/21/2025

Req ID:

R-0000130430

Job Summary
Job Description
What is the opportunity?
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
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?
Partner with FA to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.
Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
Provide a high level of service to clients by understanding needs their investment objectives, tolerance for risk, financial situation and by promptly responding to their needs.
Research and review investments to meet clients’ investment goals.
Enter trades, open new accounts and gather assets
Research complex problems in accounts and deliver an effective and acceptable resolution.
Assist others in the branch by acting as a resource in the areas of training, coaching and mentoring.
What do you need to succeed?
Must-have
5+ years of Registered Client Associate experience or related industry experience
Series 7 and 66 (or 63/65) plus state licenses or ability to promptly become registered in states consistent with those of FA
Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
Computer proficiency
Strong customer service skills with the ability to continually maintain and build relationships, attention to detail, outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment
Nice-to-have
Bachelor’s degree
Salesforce experience
Knowledge of Money Guide Pro planning software
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
The good-faith expected salary range for the above position is $45,000 – $75,000 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 Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details

Address:

5786

WIDEWATERS PARKWAY:

SYRACUSE

City:

Syracuse

Country:

United States of America
Work hours/week:
40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-13

Application Deadline:

2025-06-21

Note:

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
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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.