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About the Role

Senior Relationship Managers at RBC Direct Investing provide expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs. This role offers the opportunity to showcase a client-focused mindset and develop client-centric solutions, supported by a team committed to growth and development, with access to RBC Wealth Management resources.

Responsibilities

Accountable for the retention and asset growth of an assigned portfolio of RBCDI’s highest value clients.
Lead with a service mindset, delivering an exceptional partner experience with a “white glove” level of care.
Identify client needs and introduce RBC partners to add value.
Collaborate with local market partners to identify new high net worth client opportunities requiring specialized onboarding.
Deliver client seminars and knowledge sessions to drive engagement.
Deepen client relationships by offering value-added insights and ensuring clients understand the RBC DI platform.
Cultivate Centre of Influence (COI) networks to win new business.

Requirements

Post-secondary education and a minimum of 4 years of experience in a client service role.
Proven ability to cultivate strong relationships with 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.
Attention to detail.
This role will require Canadian Investment Regulatory Organization (CIRO) registration.

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
Derivates Exam or prior to 2026, Derivatives Fundamentals Course and Options License (DFOL)
Applied knowledge of Wealth Management practices, risk management and operational procedures

Location

Hamilton
London
Windsor

Work Type

Full time

Experience Level

4 years of experience in a client service role
2+ years of brokerage or investment industry experience

Education Level

Post-secondary education

Benefits

A comprehensive Total Rewards Program including bonuses and flexible benefits, fair compensation, commissions, and stock where applicable.

About the Company

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.

Equal Opportunity

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.
RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.