Royal Bank of Canada

Senior Business Associate

Royal Bank of Canada • $80K — $95K *
Palm Beach Gardens, FL 33418In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years of experience in the financial industry with knowledge of the stock market and investments.
  • Familiarity with fixed income products, equities, mutual funds, insurance, and annuities.
  • Deep understanding of investments, regulatory policies, and client portfolio analysis.
  • Series 7 and 66 licenses (or 63/65) and necessary state licenses required.
  • Experience in quantitative and financial research with strong attention to detail.
  • Exceptional verbal and written communication skills for client interaction.
  • Ability to juggle multiple tasks and prioritize effectively.

Responsibilities

  • Develop customized asset allocation strategies and investment solutions.
  • Analyze portfolio performance reports and recommend changes to financial advisors.
  • Create performance reports for client presentations and address client inquiries.
  • Keep team updated on client account activities and suitability issues.
  • Conduct quantitative and qualitative analyses of equity securities.
  • Perform extensive analysis on companies, industries, and markets to provide investment recommendations.
  • Collaborate with internal staff to produce compliant marketing materials.

Benefits

  • Comprehensive Total Rewards Program with bonuses and flexible benefits.
  • Supportive leaders focused on development and coaching.
  • Opportunities to make a meaningful impact and contribute to community success.
  • Dynamic, collaborative, and high-performing team environment.
  • Flexible work/life balance options available.
  • Challenging projects that promote professional growth.
  • Pathways to increased responsibilities within the organization.
Full Job Description
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.

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

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

Additional Job Details

Address:

3801 PGA BOULEVARD:PALM BEACH GARDENS

City:

Palm Beach Gardens

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-19

Application Deadline:

2026-08-26
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

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Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
Finance & Insurance
5 Year Trend
+8.7%
NASDAQ
RY
* Ladders Estimates

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