Be accountable for the retention and asset growth of an assigned portfolio of RBCDI’s highest value clients located in your market
Lead with a service mindset, delivering an exceptional partner experience that demonstrates your ability to support them and their clients with a “white glove” level of care
Know your clients by identifying what is important to them, introduce them to RBC partners when you identify opportunities to add value
Collaborate with local market partners, including Private Banking (PB) and Business Financial Services (BFS), to identify new high net worth client opportunities
Deliver client seminars and client knowledge sessions to drive engagement and awareness of the RBCDI total value proposition
Deepen client relationships by offering value added insights, ensuring clients understand how to get the most out of RBC DI’s industry leading online platform
Be accountable to understand the growth opportunity in your market/s and cultivate Centre of Influence (COI) networks to win new business

Post-secondary education and a minimum of 4 years of experience in a client service role, driven to help meet clients’ needs
Proven ability to cultivate strong relationships with both clients and internal stakeholders
Proven ability to achieve results and KPIs
2+ years brokerage or investment industry experience
Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) as role will require Investment Industry Regulatory Organization of Canada (IIROC) registration
Strong communication, analytical and time management skills, along with an attention to detail
Derivatives Fundamentals Course and Options License (OLC) nice-to-have
Applied knowledge of Wealth Management practices, risk management and operational procedure

Senior Relationship Manager – Direct Investing

Key skills