Manager, Investor Centre

Job Description

What is the opportunity?

Direct Investing (DI) is a" do-it-yourself" online brokerage that provides clients with access to the capital markets and other investment products. The Investor Centers provide RBCDI's only person-to-person acquisition and service experience. The Centers service all client segments, but the business strategy is designed to focus on HNW and UHNW clients in our Royal Distinction program requiring an elevated level of service. This includes complex personal and non-personal account types and the review of acquisition opportunities requiring enhanced due diligence. The role is directly accountable for achieving the Investor Centers client and asset growth objectives, and for the growth and retention of a select group of DI's largest and most profitable clients. Business results will be achieved through the implementation of effective networking and local market activities to attract new accounts and assets from new and existing RBC clients. As RBCDI's flagship client facing service channel, the Toronto Investor Centre represent the brand, customer experience and professional image of the business.

What will you do?

Responsible for managing the Investor Centre and its personnel, which is a 'relationship hub' targeting High Net Worth (HNW) market segments and Royal Distinction clients.

Implement practice management disciplines, partnering with DI Senior Relationship Managers, Private Banking, Commercial Banking and Wealth Management partners to promote introductions resulting in new banking and lending relationships.

Develop and refine productive internal and external partnerships and explore new business opportunities to support the continued growth of the RBCDI business.

Manage incoming referrals from RBC partners. Generate opportunities through establishing strong relationships with DI Regional Head and regional senior RBC partners. Ensure DI's value proposition and strategic vision is well understood.

Drive new client acquisition by engaging key partners to refer the right business to the RBC DI Investor Centers, focusing on profitable high value clients. Offer solutions and tools to facilitate understanding of DI products, services and procedures and participate in partners' client meetings to assist in the administration of new and existing accounts.

Focus on networking externally with centers of influence to generate new business for RBCDI (e.g. lawyers, accountants, Industry Associations).

Assist RBCDI Regional Head to support RBC branch personnel with local branch visits and participate in business partner meetings.

Deliver educational seminars for new and existing customers and partner to promote awareness and use of the RBC DI website, tools, products and services. Follow up with one-on-one client sessions to promote new account usage.

Provide direct client feedback and experiences to Head Office to support strategy initiatives.

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

• 2+ years brokerage or investment industry experience

• 2+ years in a people leadership role

• Effective leadership, influence and interpersonal skills

• Proven ability to cultivate strong relationships with both clients and internal stakeholders

• Proven ability to achieve results and KPIs

• Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) as role will require Canadian Investment Regulatory Organization (CIRO) registration within 6 months of start date

• Strong communication, analytical and time management skills, along with an attention to detail

• Working Knowledge of Excel, Word and PowerPoint

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 guidance 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 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 Oriented, Communication, Customer Relationship Management (CRM), Customer Service Management, Group Problem Solving, Interpersonal Relationship Management, Interpersonal Relationships, IT Service Management (ITSM), Long Term Planning, Team Management

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:

2025-11-20

Application Deadline:

2025-12-04

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.