Direct Investing Senior Relationship Manager

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Direct Investing Senior Relationship Manager

senior · Retail & Commercial Banking

Job Description

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.

These opportunities are based in Hamilton for Southwestern Ontario including London and Windsor.

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 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 sales results and KPIs

• 2+ years of brokerage or investment industry experience

• Canadian Investment Regulatory Exam (CIRE) or prior to January 2026, Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) Strong communication, analytical and time management skills, along with an attention to detail

• This role will require Canadian Investment Regulatory Organization (CIRO) registration

Nice-to-have

• Derivates Exam or prior to 2026, Derivatives Fundamentals Course and Options License (DFOL)

• 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

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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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