financeroles

Investment Associate/Sr. Investment Associate

RBC Open · verified Oct 22, 2026
San Jose Full-time Senior Investment & Corporate Development

At a glance

Senior Investment & Corporate Development role at RBC. San Jose · full-time · $60,000–$100,000 base.

SalaryStated by RBC
$60,000 – $100,000
Base salary for this role, in USD per year, as published in the posting.
This role, from RBCOur estimate for the market: $165,725–$232,500Median $181,600
Below the market median of $181,600 for senior investment & corporate development roles in San Jose.
Worked out from 7 postings that stated pay, median $181,600. Last updated Oct 6, 2026.
RoleInvestment & Corporate Development
SenioritySenior
LocationSan Jose
EmploymentFull-time
Base pay$60,000–$100,000
PostedSep 30, 2026 · 3w ago
Role brief

financeroles summary, based on the employer's posting.

What you'll do

  • Respond to routine product and service questions through phone, email or online chat, and sort out basic issues
  • Check in with clients regularly to gauge satisfaction and uncover openings to discuss other offerings
  • Handle contract paperwork and help resolve issues tied to client agreements
  • Build a pipeline of prospects, bring on clients and spot chances to introduce RBC products and services

What you bring

  • At least five years as a Registered Client Associate or in a related industry role
  • You hold Series 7 and Series 66, or Series 63 and 65

Who this fits

This role suits an experienced client associate who can support Financial Advisors, communicate investment strategies and gather details for wealth planning. The position is full-time in San Jose, with a stated forty-hour work week. Prior leadership experience is preferred.

From the employer

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?

  • Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.

  • Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.

  • Performing contract administration support and resolving contract related issues.

  • Developing new prospects, establishing clients, and finding opportunities to introduce RBC's products and services.

What do you need to succeed?

Must-have

  • Minimum of 5 years of industry experience as a Registered Client Associate or related industry experience

  • Series 7 and 66 (or 63/65)

Preferred

  • Previous experience in leadership

The good-faith expected salary range for the above position is $60,000 - $100,000 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:

99 ALMADEN BOULEVARD:SAN JOSE

City:

San Jose

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-16

Application Deadline:

2026-10-31

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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.