What is the opportunity?

RBC Direct Investing (RBCDI) is currently looking for Assistant Manager for the Toronto Investor Centre. RBCDI is a” do-it-yourself” online brokerage that provides clients with access to the capital markets and other investment products. The Investor Centres service all client segments, but the business strategy is designed to focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships requiring an elevated level of service. In your role, you will support the Manager to achieve strategic and financial goals of the RBDI Centre. Your main objectives are to drive new client acquisition, consolidate assets from existing clients, and to provide personal support and service to existing clients. The role will also provide you with the opportunity to work with colleagues and leaders across all lines of business in Ontario.

What will you do?

• Manage client requests delivered in-person or via instruction provided over the phone

• Provide start-to-finish sales and ‘after sales’ service. Asst Manager 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.

• Deal with special situations that are outside of standard practice and often the result of requests for support by internal partners. Play a role in establishing and maintaining RBC DI Investor Centre’s as an anchor point for ‘white glove service’ for HNW clients and key partner relationships.

• 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 Canadian Banking platform to solution complex client requests

• Develop and present business cases to senior decision-makers in RBC DI, Canadian Wealth Management, Capital Markets and Canadian Banking to champion an exception on behalf of a client

• Play a key role in developing and maintaining relationships with business professionals/high value clients, senior officers with corporations and senior RBC personnel; refer business to partners and assist in referrals to Direct Investing

• 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 Manager to support strategy initiatives

What do you need to succeed?

Must-have

• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.

• Have or able to obtain Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) within 1 year of position start date

• Working Knowledge of Excel, Word and PowerPoint

Nice-to-have

• 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 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

Adaptability, Critical Thinking, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉALMontréalCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-10-102025-10-24

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.