Direct Investing High Value Client Manager

2 weeks ago

Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

Job Summary

What is the opportunity?


At RBC Direct Investing, our High Value Client Managers (HVCM) play a critical part of our team by providing 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 Private Banking and RBC Business Financial Services.


What will you do?

  • Be accountable for the retention and asset growth of an assigned portfolio of RBCDI's highest value clients located in your market
  • 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
  • Know your clients by identifying what is important to them, introduce them to RBC partners when you identify opportunities to add value
  • Collaborate with local market partners, including Private Banking (PB) and Business Financial Services (BFS), to identify new high net worth client opportunities that require a specialized and inperson onboarding experience
  • Deliver client seminars and client knowledge sessions to drive engagement and awareness of the RBCDI 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/s and cultivate Centre of Influence (COI) networks to win new business

What do you need to succeed?

Must-have:

  • Postsecondary 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
  • Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) as role will require Investment Industry Regulatory Organization of Canada (IIROC) 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

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 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 highperforming team

Job Skills
Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Additional Job Details

Address:

220

PORTAGE AVE:

WINNIPEG

City:

WINNIPEG

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


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.

  • Investment Counsellor

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. Our mission is to build...

  • Client Service Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Company DescriptionValue Partners Investments manages approximately $4 Billion of assets for clients across Canada. The Executive Assistant plays a critical role in ensuring the appropriate flow of work and communications between the President of the company, the Executive team, Board of Directors, and our clients.Job Description:Reporting to the Manager of...

  • Client Service Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Reporting to the Manager of Client and Advisor Service, the Client Service Associate provides high-level service and support to VPIC clients and advisors. The incumbent is a critical member of the team and ultimately owns the new client onboarding process. The Client Service Associate liaises with internal Portfolio Managers and external Advisors to ensure a...

  • Associate, Investment Management

    2 weeks ago

    Winnipeg, Manitoba, Canada Canaccord Genuity Corp. Full time

    Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional,...

  • Research Analyst

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Company DescriptionFounded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds (the "Pools") that are distributed through investment dealers and mutual fund dealers, as well as an investment counsel service which provides discretionary...

  • Investment Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Fixed Income Portfolio Manager

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. 8 Billion in investment...

  • Client Retention Representative

    2 weeks ago

    Winnipeg, Manitoba, Canada GroupStrength Benefits Direct Full time

    Location: Winnipeg, MBJob type: Full time, PermanentTHE OPPORTUNITY (IS HUGE)Employee benefits are a $50 billion dollar a year B2B industry in Canada and growing every year. But the average age of traditional employee benefits sales advisors is over 60 years old, traditional employee benefits sales techniques haven't progressed for 25 years, and traditional...

  • HR Generalist

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets for clients across Canada. VPI manages nine investment funds that are distributed through investment dealers and mutual fund dealers, as well as an investment counsel service which provides discretionary management services...

  • Human Resources Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets for clients across Canada. VPI manages nine investment funds that are distributed through investment dealers and mutual fund dealers, as well as an investment counsel service which provides discretionary management services...

  • Operations Analyst

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. Our mission is to build...

  • Manager Bond Investments

    2 weeks ago

    Winnipeg, Manitoba, Canada Canada Life Assurance Company Full time

    Job Description:The Manager Derivatives and Structured Products will work with the derivative operations team to provide quantitative modelling to support derivative operations along with trading various derivative products. The Manager Bond Investments will work with a small team of investment professionals on the derivative team to support the larger...

  • Portfolio Administrator

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Company DescriptionFounded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.Our...

  • Financial Planner, Investment Retirement Planning

    2 weeks ago

    Winnipeg, Manitoba, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most...

  • Investment Counsellor

    2 weeks ago

    Winnipeg, Manitoba, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.CI Financial is...

  • Investments Administrator

    2 weeks ago

    Winnipeg, Manitoba, Canada iA Groupe financier iA Financial Group Full time

    PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible...

  • Administrative Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada Value Partners Investments Full time

    Company DescriptionValue Partners Investments manages approximately $3.8 Billion of assets for clients across Canada. The Executive Assistant plays a critical role in ensuring the appropriate flow of work and communications between the President of the company, the Executive team, Board of Directors, and our clients.You have a strong desire to help people,...

  • Community Investment

    2 weeks ago

    Winnipeg, Manitoba, Canada Manitoba Hydro Full time

    COMMUNITY INVESTMENT & PUBLIC SAFETY SUPERVISORWINNIPEG, MB_ Manitoba Hydro is consistently recognized as one of Manitoba's Top Employers__ Great Benefits_ Competitive salary and benefits package. Definedbenefit pension plan. Nineday work cycle which normally results in every other Monday off, providing for a balanced approach to work, family life- and...

  • Investment Compliance Analyst

    2 weeks ago

    Winnipeg, Manitoba, Canada Canada Life Assurance Company Full time

    Investment Compliance Analyst**Description: - Permanent Full Time- We are looking for an Investment Compliance Analyst.- The Investment Compliance Analyst, as a member of Investment Compliance team, provides 2nd line independent oversight of regulatory risk management framework within the Investment Division, providing expert advice and guidance to assist...

  • Investment Specialist

    2 weeks ago

    Winnipeg, Manitoba, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...