Client Solutions Specialist

RBC • Toronto, ON

4d • CA$55,000 - CA$90,000 • Onsite

About The Position

RBC Dominion Securities (RBC DS) is seeking a dedicated Client Solutions Specialist (CSS) to join our Metro Toronto team. This role is focused on ensuring RBC DS clients are seamlessly transitioned to the most suitable RBC platform based on their unique needs. As a CSS, you will engage directly with clients from RBC DS branches in Metro Toronto as well as Northern Ontario. Your primary responsibility will be to conduct in-depth discovery discussions and collaborate with internal stakeholders to facilitate smooth transitions.

Requirements

• Must-Have: Active registration as a Registered Representative (RR) or Investment Representative (IR) with CIRO.
• Exceptional written and verbal communication skills in English.
• Proven ability to manage time effectively, prioritize tasks, and multitask in a fast-paced environment.
• Strong commitment to teamwork, collaboration, and client-centric solutions.

Nice To Haves

• Familiarity with RBC’s investment products and service offerings across platforms (e.g., RBC Direct Investing, RBC InvestEase, RBC Royal Bank, RBC Dominion Securities, RBC Insurance).

Responsibilities

• Proactively engage clients through structured discovery conversations to comprehensively understand their objectives and service needs.
• Assess and recommend the optimal RBC platform for each client, ensuring a smooth transition to RBC partners.
• Manage client inquiries and administrative tasks efficiently, maintaining accurate records in the contact management system.
• Foster strong collaborative relationships with colleagues across RBC’s diverse platforms.
• Partner with RBC DS management and advisory teams to facilitate seamless client transitions.
• Deliver presentations at RBC DS branches to promote awareness of the CSS program.

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Part of a dynamic, collaborative, progressive, and national high-performing team
• Opportunities to do challenging work
• Great exposure across RBC DS branches in Ontario as well as all other RBC departments through referral opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed