This role within the Fixed Income Business Development team focuses on assisting Financial Advisors (FAs) in constructing fixed income portfolios for clients. Responsibilities include marketing fixed income securities through various channels, educating the sales force on market environments and product strategies, generating trade ideas, and facilitating account reviews to enhance client portfolios. The role involves training FAs on fixed income products and capabilities, both in-person and virtually, and collaborating with internal teams to deliver cohesive market insights and opportunities.
Generate taxable and tax-exempt trade ideas, bond ladders, and swap opportunities.,Develop and distribute marketing and educational materials for fixed income securities.,Facilitate account reviews to help FAs generate ideas for client portfolios.,Visit branch offices in-person and virtually to educate FAs on fixed income products and capabilities.,Communicate opportunities for FAs to utilize the team and tools for client recruitment.,Initiate input and review of 'held away' assets for a holistic portfolio view.,Work closely with various team members, trading desks, and Fixed Income Strategies.,Partner with trading desks and Fixed Income Strategies to deliver cohesive messages.,Provide back-up for other team members and share knowledge.,Jump in as daily business needs arise, including special projects.
Bachelor's degree in Economics, Finance, Business, or a related field (Must-have),5+ years of experience in financial services (Must-have),Experience working in fixed income, trading, sales, or strategies (Nice-to-have),FINRA Series 7 and 52 licenses, and if necessary, 63 license, or willing to acquire licenses within 3 months (Nice-to-have)
Bachelor's Degree
40 hours/week
Up to 20% Travel
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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