Direct Investing Senior Relationship Manager, Royal Distinction

Job Description

What is the opportunity?At RBC Direct Investing, our Senior Relationship Managers play a critical part of our team by providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs.

Joining our team will give you the opportunity to showcase your client-focused mindset and ability to identify and develop client centric solutions while being supported by a team committed to your growth and development. At RBC Direct Investing, you will have the resources and support needed to deliver for your clients through partnerships and alignment with RBC Wealth Management including RBC Dominion Securities, PH&N, RBC Private Banking and RBC Commercial and Business Banking.

This opportunity is based in Calgary for the Alberta region, including Edmonton.
What will you do?

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 Wealth Management, Dominion Securities, PH&N, Private Banking, Commercial and Business Banking to identify new high net worth client opportunities that require a specialized and in-person on-boarding experience

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

What do you need to succeed?
Must-have

Post-secondary education and a minimum of 4 year 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

Nice-to-have

Derivatives Fundamentals Course and Options License (OLC)

Applied knowledge of Wealth Management practices, risk management and operational procedures

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 including bonuses and flexible benefits, fair compensation, commissions, and stock where applicable

Leaders who help your development through coaching and managing opportunities

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills
Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting
Additional Job Details

Address:

AVE NW:

EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
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