Senior Relationship Manager - Royal Distinction

Royal Bank of Canada

Toronto

On-site

CAD 110,000 - 170,000

Full time

2 days ago
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Job summary

Royal Bank of Canada’s RBC Direct Investing is seeking a Senior Relationship Manager to support high net worth clients with complex needs in Toronto. The role centers on retaining assets, expanding client portfolios, and delivering personalized, white-glove service through collaboration with Private Banking and Wealth Management teams.

You will lead client engagements, deliver seminars, and deepen relationships by offering insights that maximize the use of RBC’s online platforms.

Qualifications

  • Post-secondary education and a minimum of 4 year of experience in a client service role.
  • 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.
  • CSC and CPH as IIROC registration requirement.
  • Strong communication, analytical and time management skills.

Responsibilities

  • Be accountable for retention and asset growth of a high-value client portfolio.
  • Lead with a service mindset, delivering an exceptional partner experience with a white-glove level of care.
  • Know your clients and identify opportunities to add value with RBC partners.
  • Collaborate with PB and BFS to identify high-net-worth opportunities requiring in-person onboarding.
  • Deliver client seminars and knowledge sessions to drive engagement.
  • Deepen client relationships by sharing insights to maximize RBC Direct Investing online platform use.
  • Understand growth opportunities in your market and build COI networks to win new business.

Skills

Business Development
Coaching Others
Communication
Customer Acquisition Strategy
Customer Relationship Management (CRM)
Customer Value Management
Long Term Planning
Negotiation
Perseverance and Follow-Through
Sales Channels
Sales Forecasting

Education

Canadian Securities Course (CSC)
Conduct and Practice Handbook (CPH)

Job description

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.

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
  • 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: ROYAL BANK PLAZA, 200 BAY ST:TORONTO City: Toronto Country: Canada
  • Work hours/week: 37.5
  • Employment Type: Full time
  • Platform: WEALTH MANAGEMENT
  • Job Type: Regular
  • Pay Type: Salaried
  • Posted Date: 2026-11-09
  • Application Deadline: 2026-12-08 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities

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.

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