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Royal Bank of Canada

Global banking, wealth management, and insurance

Senior Relationship Manager

Wealth Management & Financial AdvisoryPosted on Nov 9
Full-timeToronto, ON, CanadaIn-person

About the Job

Requirements

  • Post-secondary education and at least 4 years of experience in a client service role.
  • At least 2 years of brokerage or investment industry experience.
  • Canadian Securities Course and Conduct and Practice Handbook qualifications; the role requires Investment Industry Regulatory Organization of Canada registration.
  • Ability to cultivate strong relationships with clients and internal stakeholders.
  • Ability to achieve results and key performance indicators.
  • Strong communication, analytical, and time management skills, with attention to detail.

Responsibilities

  • Be accountable for the retention and asset growth of an assigned portfolio of the highest-value clients in the local market.
  • Provide partner support with a service mindset and a high level of care.
  • Identify what matters to clients and introduce them to RBC partners when opportunities to add value arise.
  • Collaborate with local market partners, including Private Banking and Business Financial Services, to identify new high-net-worth client opportunities requiring specialized in-person onboarding.
  • Deliver client seminars and knowledge sessions to drive engagement and awareness of the RBC Direct Investing value proposition.
  • Deepen client relationships by offering value-added insights and helping clients use the RBC Direct Investing online platform effectively.
  • Understand growth opportunities in the market and cultivate Centers of Influence networks to win new business.

Desired Qualifications

  • Derivatives Fundamentals Course and Options License.
  • Applied knowledge of wealth management practices, risk management, and operational procedures.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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