Direct Investing Senior Relationship Manager
On-siteLondon, Ontario, Canada
Job Summary
Lead retention and asset growth for a portfolio of high-value clients in Southwestern Ontario by delivering a white glove partner experience and identifying opportunities to introduce RBC partners. Collaborate with local market partners including Wealth Management and Private Banking to onboard new clients and deliver seminars that drive engagement with the RBCDI platform. Cultivate Centre of Influence networks to win new business while providing value-added insights and ensuring clients maximize the use of the industry-leading online platform. This role supports the RBCDI team in delivering trusted advice to help clients thrive and communities prosper.
Required Qualifications
- Post-secondary education
- Minimum of 4 years of experience in a client service role
- 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
- Canadian Investment Regulatory Organization (CIRO) registration
Desired Qualifications
- Derivates Exam or prior to 2026, Derivatives Fundamentals Course and Options License (DFOL)
- Applied knowledge of Wealth Management practices, risk management and operational procedures
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.