Top Benefits
About the role
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 Private Banking, RBC Wealth Management and RBC Business Financial Services.
These opportunities are based in Quebec City for Quebec City, Sherbrooke and Eastern Quebec.
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 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’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
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
- 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:
140 GRANDE ALLÉE E:QUÉBEC
City:
Québec
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-17
Application Deadline:
2025-09-30
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion and Equal Opportunity Employment
At 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
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 Private Banking, RBC Wealth Management and RBC Business Financial Services.
These opportunities are based in Quebec City for Quebec City, Sherbrooke and Eastern Quebec.
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 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’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
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
- 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:
140 GRANDE ALLÉE E:QUÉBEC
City:
Québec
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-17
Application Deadline:
2025-09-30
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion and Equal Opportunity Employment
At 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.