RBC Direct Investing Regional Head of Royal Distinction, Central Canada

RBC•Toronto, ON

6d•Onsite

About The Position

At RBC Direct Investing, our Regional Heads of Royal Distinction play a critical part of our team by providing leadership to our Senior Relationship Managers. Our Senior Relationship Managers provide expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs. 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 RBC Direct Investing, you will have the resources and support needed to deliver for your clients through partnerships and alignment with RBC Wealth Management including RBC Dominion Securities, PH&N, RBC Private Banking and RBC Business Financial Services. This opportunity is responsible for the province of Ontario and located in Toronto.

Requirements

Post-secondary education and a minimum of 5 years of experience in a relationship management role driven to help meet clients’ needs
2+ years of team management experience in the financial services industry
2+ years brokerage or investment industry experience
Proven ability to achieve team results and KPIs
Canadian Investment Regulatory Exam (CIRE) or prior to January 2026, Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH)
CIRO Supervisor Exam or prior to January 2026, Branch Manager Course (Investment Dealer Brokerage)
This role will require Canadian Investment Regulatory Organization (CIRO) registration
Strong communication, analytical and time management skills, along with an attention to detail
Proven ability to cultivate strong relationships with both clients and internal stakeholders
The candidate should be mobile in Eastern Canada

Nice To Haves

Derivates Exam or prior to 2026, Derivatives Fundamentals Course and Options License (DFOL)
Applied knowledge of Wealth Management practices, risk management and operational procedures

Responsibilities

Lead a regional team of Senior Relationship Managers with a sales and service mindset, delivering an exceptional partner experience that demonstrates your ability to support them and their clients with a “white glove” level of care.
Coach your team to know their clients by identifying what is important to them, introduce them to RBC partners when you identify opportunities to add value
Collaborate with local market Wealth Management partners to identify new high net worth client opportunities that require specialized and in-person on-boarding experience
Lead hosting client events and deliver client educational seminars to drive engagement and awareness of the RBCDI’s total value proposition
Deepen client relationships by offering value added insights, ensuring clients understand how to get the most out of RBC DI’s industry leading online platform
Be accountable to understand the growth opportunity in your market and cultivate Centre of Influence networks to win new business
Be accountable for the retention and asset growth of an assigned portfolio of RBCDI’s highest value clients located in your market