Job Description
What is the opportunity?
We are seeking an experienced investment professional to support the growth and delivery of RBC Global Asset Management (RBC GAM) investment solutions across the RBC PH&N Investment Counsel (IC) channel. Working with the Head of High Net Worth Business Initiatives, this role will play a critical part in driving day-to-day business development, enhancing product enablement, and delivering consistent, high-quality support to IC teams nationally.
The successful candidate will combine strong investment knowledge, commercial acumen, and relationship management skills to help scale RBC GAM solutions and support strong client outcomes.
What will you do?
- Relationship management
- Develop and enhance strong, productive relationships with target IC’s
- Identify and advance opportunities to grow adoption of RBC GAM investment solutions, including SMAs and alternative strategies
- Identify opportunities to support IC’s business development efforts
- Product Enablement
- Act as one of the conduits between IC’s and RBC GAM’s Investment Products Advisory Group in responding to product and portfolio positioning inquiries
- Provide regular updates on relevant holdings
- Translate investment insights into clear, actionable messaging tailored to IC needs
- Develop and maintain product positioning materials, competitive insights, and FAQs
- Support IC portfolio construction discussions leveraging RBC GAM’s Investment Strategy Committee outputs
- Reporting & Insights
- Track sales activity, IC engagement, and product adoption trends
- Deliver regular reporting and actionable insights to support business growth
- Utilize internal tools (e.g., Sales Force, MPR, FCT, RBC Assist) and external tools (Workstation, Y-Charts) to enhance effectiveness
What do you need to succeed?
Must Have
- Minimum of 3 years of investment sales/relationship management experience in asset management, wealth management, or related field
- Strong knowledge of investment products including mutual funds, ETFs, SMAs, and alternatives
- Experience supporting high net worth advisors or investment counsellors preferred
- Proven ability to translate investment concepts into client-friendly messaging
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Excellent communication and relationship management skills
- High degree of professionalism, accountability, and attention to detail
Nice to Have
- MBA or CFA is considered an asset
- Understanding of RBC GAM products is an asset
- Capital Markets and/or Institutional Sales Background
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, competitive compensation, commissions, and stock where applicable
- Leaders who support 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies
Job Skills
Adaptability, Communication, Decision Making, Detail-Oriented, Group Problem Solving, Personal Initiative, Product Services, Service Request ManagementAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay…
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