Investment Associate

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. About the role At RBC Wealth Management, your career progression matters to us. We offer training, development, and learning resources so you can continue to grow your career in a way that matters to you. What will you do? Gather client suitability information, open new accounts, and assist with asset gathering. Facilitate the transfer of funds and securities and the issuance of checks, wire transfers, and ACH disbursements when requested. Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform. 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 anticipating needs and completing requests efficiently. At the FA’s request, research and communicate investment strategies and recommendations to clients. Research complex problems in clients’ accounts with assistance from business partners and deliver an effective resolution. What do you need to succeed? 3+ years of Registered Client Associate experience or related industry experience. Series 7 and 66 (or 63/65). Advanced understanding of the stock market, investments, 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, be detail-oriented, possess outstanding written and verbal communication and problem-solving skills, and navigate multiple demands in a fast-paced, deadline-oriented environment. Salesforce experience (nice-to-have). Knowledge of Money Guide Pro planning software (nice-to-have). What’s in it for you? 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 management 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 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: 243 FOUNDERS PARK DRIVE, RAPID CITY, United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-02-23 Application Deadline: Accepted until the day prior to the application deadline date above Equal Opportunity 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 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. #J-18808-Ljbffr