Hiring: Senior Investment Associate (Edina) Company: RBC Location: Minneapolis, MN Job Posted Time: 2026-09-10 07:42:05 Employment Type: Full-time Target Skills & Keywords : Salesforce About the job 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 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. Required Skills: •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? Qualifications: •Bachelor’s degree Compensation: •$50,000 - $80,000 / year •The expected salary range for this particular position is $50,000 - $80,000, depending on your experience, skills, and registration status, market conditions and business needs. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!