Marketing Strategy Lead

What is the opportunity?
The Ascendant Wealth Partners (AWP) team is a Toronto-based boutique investment management firm within RBC Dominion Securities that is committed to a holistic approach, integrating financial, tax, and legal considerations with a focus on client service. This high performing Advisory Team consists of 30 professionals, including 6 Partners, and is entrusted with managing over $7.5 Billion of capital offering unbiased, personalized advice to families and institutions.

What will you do?

Help develop, articulate, and implement a comprehensive, long‑term marketing strategy that aligns with the team’s overarching business goals.

Define and amplify the firm’s brand messaging, ensuring consistency and integrity across all digital media channels and articulating our unique value proposition.

Oversee the planning and execution of integrated marketing campaigns across digital, content, social media, and traditional web channels.

Lead and coordinate logistics of AWP in‑person and virtual events, including pre/post‑event timelines, milestones, KPI metrics and evaluation summary.

Drive multi‑channel demand‑generation campaigns to attract and retain institutional and high‑net‑worth clients.

With the help of the AWP Partners, lead the distribution of relevant investment and wealth planning content such as market commentary, portfolio insights, and case studies to position the team as an industry expert.

Alongside other members of the AWP Marketing Committee, foster a culture of collaboration, creativity, and data‑driven decision‑making.

Work closely with branch management and RBC marketing team to ensure all marketing and communications are approved from a compliance perspective.

Develop and manage the marketing budget, allocating resources effectively to maximize ROI and achieve marketing and business development objectives.

Utilize data analytics and KPIs to monitor, measure, and report on the effectiveness of all marketing activities.

What do you need to succeed?
Must‑have Qualifications

A bachelor’s degree in marketing, communications, or business administration is preferred.

3+ years of experience in marketing, preferably within the financial services or asset management industry.

Expertise in digital marketing, including SEO, content marketing, social media strategy, and CRM platforms.

High‑level understanding of the investment landscape, including various asset classes (e.g., equities, fixed income, alternatives) and client segments (e.g., institutional and high‑net‑worth) is considered an asset.

Strong written and verbal communication skills, and the ability to work in a collaborative team environment.

A strategic and analytical mindset with the ability to translate business goals into innovative marketing strategies.

Nice‑to‑have Qualifications

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).

Knowledge of RBC Dominion Securities’ systems and procedures.

Experience in the securities industry.

What’s in it for you?

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

The opportunity to work as part of a dynamic, collaborative, progressive, and high‑performing team.

Challenging work that will help you grow professionally.

Ongoing opportunities to build close relationships with clients.

Job Skills

Brand marketing

Creativity

Cross‑channel marketing

Cross promotions

Customer behavior

Industry knowledge

Marketing activities

Marketing strategy implementation

Market research

Product services

Additional Job Details
Address: 170 Bloor St W, 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:
Final date to receive applications:
Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications.

Inclusion and Equal Opportunity Employment
At 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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