Job Description

Job Summary



What is the opportunity?

At RBC Direct Investing, our High Value Client Managers (HVCM) 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 Private Banking and RBC Business Financial Services.

What will you do?

Be accountable for the retention and asset growth of an assigned portfolio of RBCDI\xe2\x80\x99s 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 \xe2\x80\x9cwhite glove\xe2\x80\x9d 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 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\xe2\x80\x99s 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\xe2\x80\x99 needs

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

Proven ability to cultivate strong relationships with both clients and internal stakeholders

Nice-to-have:

Derivatives Fundamentals Course and Options License (OLC)

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

French language skills

What\xe2\x80\x99s 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: RBC WATERSIDE CENTRE, 1871 HOLLIS ST:HALIFAX

City: HALIFAX

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Personal and Commercial Banking

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-11-10

Application Deadline: 2023-11-25

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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