Direct Investing Associate, Royal Distinction

Job Description

What is the opportunity?

RBC Direct Investing (RBCDI) is currently looking for an Associate for the Royal Distinction program in Vancouver. RBCDI is a ”do-it-yourself” online brokerage that provides clients with access to the capital markets and other investment products.

Associates service all client segments with a focus in providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs requiring an elevated level of service. In your role, you will support the Regional Head and Senior Relationship Managers to achieve strategic and financial goals of RBDI.

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 RBCDI, you will have the resources and support needed to deliver for your clients through partnerships and alignment with RBC Wealth Management, RBC Private Banking and RBC Commercial and Business Banking.

What will you do?

• 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
• Provide start-to-finish sales and ‘after sales’ service. Associates will take ownership and be involved in comprehensive client service i.e. account opening, asset transfers, guidance through online access/set-up, maintenance and follow-up once assets are received.
• The role is directly accountable for achieving sales team asset growth objectives. Business results will be achieved through the implementation of effective networking and local market activities and partnering with Senior Relationship Managers (SRMs) to attract new accounts and assets from new and existing RBC clients
• Leverage a superior level of knowledge of the brokerage and wealth management industry, RBC Direct Investing’s business and other lines-of-business within the Wealth Management platform to solution complex client requests
• Collaborate with local market partners, including Wealth Management, Private Banking, Commercial and Business Banking to identify new high net worth client opportunities that require a specialized and in-person on-boarding experience
• Participate in educational seminars to new and existing customers to promote the use of DI tools and services and to generate awareness of all available products
• Provide direct client feedback and experiences to Senior Relationship Managers to support strategy initiatives

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) as role will require Investment Industry Regulatory Organization of Canada (IIROC) registration
• Working Knowledge of Excel, Word and Power Point

Nice-to-have

• Derivatives Fundamentals Course and Options License (OLC)
• Experience in the Investment Industry acting as an Investment Representative (IR) or Investment Advisor Associate (IAA)

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

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Note: Applications will be accepted until 11:59 PM on…