Job DescriptionWhat is the opportunity?As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team with minimal direction.
What will you do?- Regularly gather new client accounts and build assets under management for FA Team.
- Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client's investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions.
- Collect and analyze client's financial information to educate new and existing clients; this may include introducing additional products and services.
- Monitor and evaluate clients' investment needs and progress by reviewing transactions, monthly statements, market research and client contact.
- Promote business growth programs and services, develop detailed marketing plans for client acquisition and identify opportunities to improve sales effectiveness for FA Team.
What do you need to succeed?Must-have- 5+ years industry experience
- Series 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s) this person supports
- 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 regulatory policies and procedures and ability to analyze client portfolios
- Advanced computer skills (including Microsoft Office)
Nice-to-have- Excellent interpersonal, verbal and written communication skills and able to independently manage multiple demands and competing priorities
- Detail orientated, strong analytical and organizational skills and able to work effectively in a fast-paced, deadline-oriented environment
- Bachelor's Degree
- CFP designation preferred
What's in it for you?- A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
- 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.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
The expected salary range for this particular position is $60,500 - $104,500, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
Job SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job DetailsAddress:53 STATE STREET:BOSTON
City:Boston
Country:United States of America
Work hours/week:40
Employment Type:Full time
Platform:WEALTH MANAGEMENT
Job Type:Regular
Pay Type:Salaried
Posted Date:2026-06-16
Application Deadline:Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
