Direct Investing Senior Relationship Manager

0000050488 RBC Direct Investing Inc.; Quebec; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Quebec is seeking a Senior Relationship Manager to support high net worth clients. The ideal candidate will be bilingual, with a strong background in client service and a proven track record in the investment industry. This role offers competitive compensation and opportunities for professional growth within a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

Bonuses and benefits

Opportunities for advancement

Qualifications

• At least 4 years of experience in a client service role.
• Over 2 years of brokerage or investment industry experience.
• Knowledge of Wealth Management, risk management, and operational procedures.

Responsibilities

• Retain and grow assets within an assigned portfolio of high-value clients.
• Deliver exceptional partner experiences with a high level of care.
• Conduct client seminars to promote engagement.

Skills

Bilingual in English and French

Proven ability to build strong relationships

Track record of achieving results

Customer Acquisition

Negotiation

Education

Post-secondary education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Job description

Job Description

What is the opportunity? At RBC Direct Investing, our Senior Relationship Managers play a critical role by providing expert support to High Net Worth / Ultra High Net Worth (HNW / UHNW) clients with complex needs. Joining our team allows you to showcase your client-focused mindset and ability to develop client-centric solutions, supported by a team committed to your growth. At RBC Direct Investing, you will have resources and support to serve your clients through partnerships with RBC Private Banking, RBC Wealth Management, and RBC Business Financial Services. These positions are based in Quebec City, including Quebec City, Sherbrooke, and Eastern Quebec.

What will you do?

1. Be accountable for retaining and growing assets within an assigned portfolio of RBCDI’s highest value clients in your market.
2. Lead with a service mindset, delivering exceptional partner experiences with a high level of care.
3. Understand your clients’ priorities, and introduce them to RBC partners to add value.
4. Collaborate with local partners, including Private Banking and Business Financial Services, to identify new high net worth client opportunities requiring personalized onboarding.
5. Conduct client seminars and knowledge sessions to promote engagement and awareness of RBCDI’s value proposition.
6. Deepen client relationships by providing insights and guiding clients on maximizing RBC DI’s online platform.
7. Identify growth opportunities in your market and develop Centre of Influence (COI) networks to attract new business.

What do you need to succeed? Must-have

• Bilingual in English and French, to serve clients and collaborate with RBC partners across Canada.
• Post-secondary education with at least 4 years of experience in a client service role.
• Proven ability to build strong relationships with clients and stakeholders.
• Track record of achieving results and KPIs.
• Over 2 years of brokerage or investment industry experience.
• Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) certifications, with IIROC registration.

Nice-to-have

• Derivatives Fundamentals Course and Options License (OLC).
• Knowledge of Wealth Management, risk management, and operational procedures.

What’s in it for you?

We foster a culture of growth, collaboration, and mutual success, helping clients thrive and communities prosper. We offer a comprehensive Total Rewards Program including bonuses, benefits, competitive pay, commissions, and stock options where applicable. Leadership supports your development through coaching and opportunities for advancement. Join a dynamic, collaborative, and high-performing team dedicated to making a meaningful impact.

Job Skills: Business Development, Coaching, Communication, Customer Acquisition, CRM Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance, 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: 2025-05-28
• Application Deadline: 2025-08-15, applications accepted until 11:59 PM the day before.

At RBC, we promote an inclusive workplace that values diversity, supporting our employees to perform at their best and grow professionally. We are committed to policies and programs that foster respect, belonging, and opportunity for all.

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